Transaction Liability Ops Specialist
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- Dec 05, 2024 Post Date
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We’re searching for a driven individual who can help us streamline daily operations to ensure efficiency for the Transaction Liability Operations team. The operations specialist should be comfortable communicating with people inside and outside of the organization, able to work independently and manage time for a variety of tasks. The ideal candidate is a hard-working team player who has a strong ability to think outside the box with a sharp eye for detail.
Responsibilities:
- Monitor day-to-day operations, requests/questions for servicing of accounts to ensure a smooth process.
- Maintain spreadsheets used to track invoicing, state surplus lines filings, and subjectivity requirements to obtain issued policies.
- Corresponding daily with clients, insurers, team members, and other colleagues throughout the company.
- Reviewing binding documents for specific items pertaining to the operational side of processes.
- Following up with clients and insurers for required subjectivity document needed to final policy issuance.
- Running redlines used to review final issued policies for accuracy for delivery to our clients.
- Excellent organizational skills, including time management.
- Self-sufficiency and an ability to prioritize and multitask.
- Ability to work in a fast-paced environment.
- Strong verbal and written communication skills.
- Attention to detail.
- Proficiency in Microsoft Excel, Outlook and other applications used for operational tasks.
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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