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.

Associate Account Executive- Real Estate

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Administration
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Position responsibilities
•    The Associate Account Executive is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner
•    This position will service and market the needs of Lockton clients to maximize company revenue and shall also develop and maintain favorable internal and external relationships providing the highest level of customer service by meeting or exceeding industry standards 
When acting in the Associate AE Role the individual will be responsible for the following duties with oversight from a Senior Level AE:
•    Create with the Account Executive a business strategy, including feasibility studies, financial modeling, identification of coverage needs, carrier market identification and service needs
•    Identification of the team who will be overseeing the client project or account through discussions within the business unit
•    Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients
•    Coordinate marketing strategies and selection for prospects and existing business, and maintain communication with the account team during the entire marketing process to protect current business and secure new business
•    Coordinate the team in terms of delivery of services for the client
•    Responsible for the preparation and delivery of client reports, including quarterly or annual stewardship reports where provided for our clients
•    Accumulate required continuing education credits to maintain current insurance license
•    Coordinate initial account communication directly with Owner (client)  and/or GC, review and affirm the Project Insurance Manual to Contract Documents, processes for enrollment and bidding instruction, and provide project documentation to the client and their GC such as Sample Contractual Language, Bid Packets, PIM templates or other similar information to minimize the workload of the client and their project team
•    Provides and works with the Account Executive on contract and lending reviews; documents such as PSAs, Crane Swing Agreement, Easements, Lending requirements, or other contracts related to their construction
•    Oversee the CIP Administration process from kick-off to close-out including participation in project conference calls, kick-off meeting.  Ensure compliance to the services provided for in any Lockton Service Agreement. Works with the CIP and Account Administrator to obtain contractor deductions, close out information for audits and provide project reports to the client

When acting in the AM role the individual shall be responsible for the following:
Perform the following tasks for the marketing of current client business with appropriate assistance/supervision from the Account Executive, Unit Manager, or Department Manager:
•    Provide for notice and involvement of Producer in primary communications such as binding, extensions, or changes in policy terms where an Account Executive is not involved
•    Prepare as is deemed needed exposure checklist(s) / risk matrix / analyses
•    Create/update coverage specifications
•    Deliver/present submissions to markets and participate in negotiations
•    Review quotes and prepare proposal
•    Participate in renewal presentation to client
•    Bind coverage with underwriters prior to expiration
•    Prepare bind order/instructions for order to company
•    Process bound accounts

The following responsibilities apply to the individual when acting in either role:
•    Participate with Producer in the decision-making process on client credit balances over 
•    90 days
•    Process policy endorsements with the assistance of the Account Administrator and Account Manager
•    Arrange for loss run schedules for clients, when appropriate
•    Analyze situations, identify problems, recommend solutions, and evaluate outcomes.
•    Make decisions in compliance with established Lockton standards of quality performance and service
•    Coordinates the utilization of all appropriate resources on team to address client needs
•    Creates and communicates teams’ goals that are aligned to corporate imperatives and ensures milestones are being met by team
•    Conducts, communicates, and submits annual performance reviews in a timely manner
•    May be responsible for budgetary planning and adherence
•    Perform other work-related duties as assigned 

 

Position qualifications
•    The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent
•    Typically, more than eight years of Client services experience is required
•    Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
•    Strong attention to detail required 
•    Understands industry trends and governmental regulations 
•    Ability to attend industry training sessions
•    Ability to travel by automobile and aircraft and be away from home more than one day and night
•    Ability to work outside of regular business hours
•    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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