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.
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Administration
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Lockton is currently seeking a high energy team player who thrives in a client focused environment, supported by leaders who are invested in Associate growth and development.  The Assistant Account Manager will be responsible for supporting Real Estate and Hospitality Clients.  This is an ideal position for candidates seeking an opportunity to continue their development within the insurance industry and utilize their foundational insurance knowledge in a greater capacity.

Account Servicing and Support Responsibilities:

  • Respond to Client inquiries and maintain documentation of communication in a timely manner
  • Engage in limited client strategy meetings to manage insured expectations for upcoming term
  • Respond to data requests and inquiries from external parties
  • Review quotes, binders, and endorsements and makes requests for changes as needed
  • Gather and organize exposure data from clients, coordinate renewal applications with other departments and assist with preparing documents for carrier submissions
  • Assist Account Managers and Account Executives with marketing, renewal strategy and proposal preparation
  • Provide renewal summaries and other various documents to Client and other invested parties as directed by Account Leader.
  • Prepare basic loss and exposure data summaries
  • General understand of premium allocations and premium collection
  • Invoice processing & tracking
  • Coordinate premium finance requests
  • Manage Certificates of Insurance with clients and internal team members
  • Inform Client of changes that may affect insurance premiums or coverages
  • Participate in internal department meetings
  • Participate in daily update conference calls, make notes and coordinate responses from applicable support to account teams.
  • Assist Account Manager and Account Executive with open items agendas and meeting coordination.
  • Perform other responsibilities and duties as requested by leadership

 

 

 

Compentencies and key behaviors for success in the role include:

    • Must be highly organized and detail oriented
    • Function in a fast-paced environment
    • Maintain attention and concentration for extended periods of time
    • Read and interpret documents and instructions from clients, lenders, consultants and other team members
    • Communicate effectively with clients, lenders, consultants and other team members
    • Be an active listener, one who seeks clarity, asks questions and follows through on requests
    • Multi-task and prioritize workload
    • Work within the appropriate level of independence
    • Must be able to manage projects efficiently

The most qualified candidate will possess the following:

  • Bachelor's degree preferred or equivalent experience in insurance industry
  • Minimum of two (2) years’ experience within the insurance industry (commercial experience preferred)
  • Foundational knowledge of policy language, basic coverages and certificates of insurance
  • Working knowledge of Microsoft Office Suite (Outlook, Excel and PowerPoint)
  • Professional verbal and written communication skills with the ability to communicate at all levels of Associates/Clients
  • Excellent customer service skills (prior experience in a servicing and/or support role preferred)
  • Ability to complete continuing education requirements as needed
  • 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
  • Strong organizational skills, including time management and ability to prioritize responsibilities
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Ability to 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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