Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.
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.
- An emphasis on community involvement and giving back.
- Frequent athletic and wellness events.
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent.
Assistant Account Manager
Lockton is seeking a highly motivated team player, who thrives in a learning environment. The Assistant Account Manager is an ideal opportunity for those interested in developing a long-term career within the commercial insurance field. You will provide support to a specified book of business with a focus on delivering exceptional service to internal and external clients. If you are seeking a high-energy position with the flexibility to be “Uncommonly Independent”, Apply Today!
Primary responsibilities include:
• Work in conjunction with Account Executives and/or Producers to manage an assigned book of business
• Responsible for coordination and execution of administrative and service functions for assigned accounts
• Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details
• Gather and compile exposure information, including loss-run schedules and stratifications
• Request and collect new and renewal quotes from carriers
• Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness
• Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy
• Bind coverage under the direction of the Unit Manager and/or Account Executive
• Assist with the issuance and processing of client invoicing and bill discrepancies.
• Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton
• Process Certificates of Insurance and Auto ID card renewals. Will also help manage day to day requests submitted by clients.
• Lend support to the team with contract and policy reviews
• Additional tasks, as requested by leadership
• Bachelor’s Degree in Insurance and Risk Management or related field (preferred)
• One (1) year of commercial insurance, underwriting, or risk management experience (preferred)
• Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)
• Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients
• Strong organizational and time-management skills with the ability to work within high-pressure time constraints
• Effective critical thinker with the ability to resolve complex client service issues
• Technical aptitude with the ability to learn systems and processes quickly
• Willingness to travel and work outside of normal business hours, as needed
• Legally able to work in the United States
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
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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