Project Coordinator - CID

Although Lockton is the world’s largest privately owned insurance brokerage firm, clients most frequently describe us as team members who make their business better. Energy, innovation and deep expertise fuel our focus on solving clients’ problems and achieving real results.

* Strong working knowledge of commercial property/casualty coverages and services. * Firm understanding of general insurance accounting. * Firm understanding of commercial rating concepts.. * Demonstrate a strong understanding of the elements of marketing and has the ability to assist in the marketing process. * Demonstrates analytical and problem-solving skills, including research and investigation. * Input applications into the Applied system as requested. * Process and issue binders, invoices, auto identification cards, and claims instructions. * Order appropriate changes and corrections (open items) from the carrier. * Complete initial policy checks. * Set up policy files. * Set up client manuals and update summaries. * Ability to communicate professionally with internal and external clients. * Provide assistance in the new business process as requested. * Working knowledge of spreadsheet applications and formula calculations. * Responsible for reconciling billings and correcting accounting criticisms. * Execute all changes requested on policies, monitor for receipt of company endorsements, and process same. * Expands insurance industry knowledge through experience and/or course work. * Demonstrates interpersonal communication skills and ability to interact with Associates at all levels of responsibility. * File correspondence and other documents. * Prepare written correspondence and make telephone calls to underwriters or clients as requested.

* Bachelor's degree in a business-related program preferred or equivalent education and/or 2-4 years experience in the insurance industry preferred. * General understanding of commercial property and casualty coverages preferred. * Company or agency experience in commercial insurance services desired. * Understanding of commercial rating concepts. * Proficiency in the use of Microsoft Word and Excel required; PowerPoint desired. * High aptitude for accuracy in mathematical calculations * Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed. * Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy. * Strong attention to detail required. * Ability to understand and carry out verbal and written instruction, in addition to interpersonal skills required to interact with associates at all levels of responsibility. * Ability to be a team player, share responsibilities and provide assistance to others. * Demonstrated ability to instill confidence and comfort with all inter-department associates. * Firm, fluent grasp of the English language with excellent verbal, written, listening and interpersonal skills to interact with individuals at all levels. * Legal right to work in the United States.