Associate Account Manager

Administration

Responsibilities

• Responds to client's inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Researches an issues' root cause, implements, and resolves policy-related issues
• Uses discretion and independent judgment when analyzing industry trends and providing related client guidance
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in limited client strategy meetings to manage insured expectations for upcoming term
• Gathers and compiles exposure information from the client, including compiling loss-run schedules and SOV's
• Establishes an expertise in property modeling and exposure evaluation
• Participates in negotiations with carriers for new and renewal quotes with oversight
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer
• Establishes and maintains relationships and interfaces with clients, carriers, and other vendors
• Reviews quotes, binders, and endorsements and makes requests for changes as needed
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Informs client of any and all changes that may affect insurance premiums or coverage
• Inputs client information into data management system, ensuring accuracy and completeness
• Generates materials for client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed

Compensation and Benefits

Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.

Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the associate.

Check out Lockton Benefits Offerings

Qualifications

• Strong knowledge of Microsoft Office Suite (Outlook and Excel)
• Expected graduation date of May 2026
• Strong verbal and interpersonal communication skills required
• Ability to complete continuing education requirements as well as CPCU & ARM
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Additional Information

• Maximum Salary: US Dollar (USD) 65,000
• Minimum Salary: US Dollar (USD) 65,000