Natalia Jeffers

Account Analyst - Real Estate @Lockton

Tampa, FL, US

Support client servicing for commercial real estate accounts by managing insurance policies, endorsements, and renewals•Analyze property and casualty coverage details to ensure accuracy and alignment with client needs•Collaborate with brokers, underwriters, and senior analysts to deliver tailored risk management solutions•Prepare proposals, presentations, and policy summaries to enhance client communication and understanding•Track key deadlines and manage compliance documentation to support smooth account management•Utilize Excel and internal systems to organize data, streamline workflows, and improve reporting accuracy•Provide responsive day-to-day service to clients, helping resolve coverage questions and policy issues quickly•Contribute to team efficiency by identifying process improvements and supporting special projects

Tallahassee State College

Associate's degree, Business Administration and Management, General

Florida State University

Bachelor of Business Administration - BBA