Family Office Service Coordinator

Your Responsibilities

Private Risk Solutions is a boutique practice within the Lockton companies providing risk management and insurance solutions to Family Offices, Successful Individuals and Multi-generational families.  

The role of the Service Coordinator in Private Risk Solutions is a key position, providing support to Clients and Associates of the practice.  The Service Coordinator will work closely with Producers, Account Executives and Account Managers to ensure timely and accurate delivery of documents and solutions

Job Responsibilities:

•    Prepare and deliver client documents, including but not limited to:

-Auto ID Cards
-Summaries of Insurance
-Invoices & billing summaries
-Proposals
-Evidence of Insurance
-Applications for coverage

•    Obtaining quotes via carrier systems
•    Processing endorsements
•    Processing renewals
•    Documenting system of record
•    Research on prospects including pulling consumer reports, public records information, property appraiser reports
•    Other duties, as assigned

Qualifications

•    Strong written and verbal communication skills
•    Works well independently
•    Project and process management
•    Strong people skills
•    Strong working knowledge of Microsoft Word, Excel & PowerPoint
•    Strong attention to detail
•    Ability to work well in fast-paced environment 
•    Obtain P&C License within 3 months of hire