Accounting Operations Specialist

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action‑oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Lockton’s Accounting Operations (AO) team is responsible for troubleshooting and error prevention for daily accounting operations. You will be responsible for incident resolution and pattern detection—keeping Insurance Brokerage Accounting (IBA) transactions reliable while surfacing insights that drive upstream process fixes.

IBA is the transactional accounting function that ensures client monies are accurately and timely applied to Agency Bill (fiduciary), Direct Bill, and Fees, and remitted to insurers—processing billions in cash transactions annually. Your work helps keep that engine running and improves it over time.

What you’ll do

Service excellence (day‑to‑day)

• Triage incidents and resolve issues using documented playbooks and processes
• Maintain clear case notes and publish/refresh Knowledge Base entries for common IBA issues to improve first‑time resolution.
• Partner with Account Teams, IBA teammates and the Global Finance Service Center to remove blockers and keep transactional work flowing.

Process engineering (continuous improvement)

• Identify recurring patterns across incident categories; quantify impact and share trends.
• Collaborate with Accounting Operations Team, Automation/Systems, and offshore teams to design permanent fixes and reduce repeat tickets.
• Contribute to decision trees/SOPs that improve speed, consistency, and controls; help socialize changes through training moments.

Detail orientation, curiosity, and accountability, you close cases accurately and look for why they occurred.

Clear written communication and stakeholder empathy (notes, status updates, expectation management).

Proficiency with Excel, Word, Outlook and comfort working in a fast paced, complex environment.

Collaboration skills to work across teams.

Growth path

You’ll have clear progression as you shift from closing tickets to fixing systems:

Competencies expand from ticket accuracy and documentation to pattern recognition, root cause skills, and cross‑functional influence.

Workplace & culture

This role is hybrid in Kansas City, MO within Lockton Management, LLC. At Lockton, you’ll join a culture grounded in growth, inclusion, and wellbeing—and benefit from professional development opportunities, associate resource groups, and comprehensive benefits.

Lockton is proud to provide equal opportunities for all. We foster an inclusive culture built on respect and belonging and recruit, develop, and retain people with diverse backgrounds and experiences.

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.