Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Assistant Account Manager
- 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
- Establish 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
- Strong knowledge of Microsoft Office Suite (Outlook and Excel)
- 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
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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