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Insurance Ops Administrator I

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  • Perform administrative tasks such as processing mail, pulling documents from various carrier websites and attaching documentation to Velocity (agency management system)
  • Retrieve emails sent to department email inboxes, attach and label documents into Velocity, create and set work items to appropriate assignees
  • Process outside carrier Direct Billed items by retrieving documents from carrier website and submit to client
  • Identify, cancel and reinstate outside carrier direct billed policies as needed
  • Issue basic certificates of insurance including for Endorsements on behalf of client
  • Perform basic Rating functions/tasks to calculate premium amounts

OTHER RESPONSIBILITIES:

  • Attend department meetings, educational workshops, program meetings
  • Exhibit a positive “can-do” attitude and be flexible to changing work requirements
  • Perform other work related duties as assigned
  • High school diploma or equivalent education and/or work experience
  • Aptitude for mathematical proficiency.
  • Organizational and time management skills to meet time sensitive deadlines and work with a sense of urgency
  • Ability to speak, understand and carry out verbal and written instructions.
  • Ability to use word processing and database software in an automated office environment.
  • Working knowledge of Microsoft Products, i.e. Outlook, Word and Excel

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification.  It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, and qualifications required of Associates assigned to this job. 

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.


Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.


**NO AGENCIES PLEASE** Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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