January 2024 - Account Manager Training Program

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Minneapolis, United States of America

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Administration

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23003S

Apply now

January 2024 - Account Manager Training Program

Location Icon

Minneapolis, United States of America

Bag Icon

Administration

Profile Icon

23003S

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Founders Series

Schedule

Full-time

Job type

Standard

Workplace

In Office

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Your Responsibilities

Responsibilities

  • Associate Account Manager Program   

    At Lockton, it’s not just about finding a good job—it’s about building a great career. The opportunities are endless, you can easily move up based on your continued improvement, skills, and self-motivation. Lockton provides you the space, time, and tools to gain all the necessary skills to grow within each role and build key leadership exposure at each step in your career.

    This two-year training program is designed for recent college graduates and combines formal training with hands-on client experience. We provide a competitive starting salary, developmental training opportunities, classroom learning experiences, and a series of activity requirements. Our training program provides exposure to marketing, servicing, and renewal of Commercial Insurance accounts in the People Solutions or Risk Management practice.    

    The Associate Account Manager training programs will begin in January and June of 2024. Each individual will have the opportunity to become an Account Manager upon successful completion of the program.    

    What is Lockton?   

    Lockton is a global professional services firm with more than 9,000 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.    

    A few reasons our 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   
  • 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

#LI-AS1

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Qualifications

Qualifications

  • Bachelor's degree with a minimum of 3.3 GPA
  • Strong knowledge of Microsoft Office Suite (Outlook and Excel)
  • Exceptional verbal and interpersonal communication skills
  • 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
  • Legally able to work in the United States
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

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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Life at Lockton

Jen Bryant CMH Check

November 21, 2023

Making an impact: Je...
Jen Bryant has one goal in her philanthropy work — helping kids get healthy. “I want kids to be outside getting dirty, having fun, eating junk food, doing things kids are supposed to do,” Bryant said. “They shouldn’t have to worry about staying alive.” Bryant is heavily involved in two charity organizations in the Kansas City area: The Big Slick and Live Like Luke. And with the help of Lockton, Bryant gets to present The Big Slick with a check for $25,000. Big Slick is an event held yearly in Kansas City that raises money for Children’s Mercy Hospital in hopes of eradicating pediatric cancer. Bryant first got involved with the event while working at a company where Big Slick hosted a bocce and bowling event, but requested to stay involved when her employment changed. She now works with The Family Committee and has taken on a more significant role supporting the silent auction. Because of her work in the community, Bryant received the Community Impact Award for the Center in Kansas City. The annual award recognizes an Associate in each region with a $25,000 donation on behalf of the Lockton family and shareholders to a charity of the Associate’s choice as a thank you from Lockton. Recipients like Bryant are making tangible impacts and truly living our values every day. Making an impact on surrounding communities isn’t just important to our Associates, it’s one of our core values as a company. Because of this, Lockton gives Associates days to volunteer each year so they can make a difference as Bryant does. Whether it’s a passion in their career or outside of work, we strive to support Associates in all their endeavors. Bryant also supports Live Like Luke, a foundation started by her college friend who lost his son in a tragic accident 10 years ago. They host a golf tournament every year to maintain the foundation in Luke’s memory. Bryant uses her volunteering days each year to support this event. “Lockton not only gives us the time to pursue our passions, but they also give us the means,” Bryant said. “That’s not something you find at every company. The support that this organization gives to its Associates to pursue their career, whatever that might be, and the passions in their life is unmatched.” At Lockton, we’re determined to make an impact in our community, and there is no better way to do that than supporting what is important to our people. “I am so incredibly humbled to be recognized. I don’t volunteer for recognition; I volunteer because it’s the right thing to do for people in my community. That Lockton wanted to recognize my effort and support the charity just made me believe more and more that this is where I always should’ve been in my career."
Josh Arnold Camo to College 1440x356

November 7, 2023

Making an impact: Jo...
Lockton Affinity Team Lead and Marine Corps veteran Josh Arnold is using a $25,000 donation from the Lockton family to help veterans with their education and careers. Arnold is one of the founders of Camo to College, a nonprofit with a mission to provide a transition program to increase the use of veteran educational benefits and decrease post-service veteran issues by providing support during the transition into life after service. Camo to College was created in 2021 after Arnold saw firsthand how many Marines struggled after leaving service. "We wanted to try to catch them at the beginning or at the very least at the linchpin, which is the transition from active duty back into the civilian world, where there's not as much help," Arnold said. The organization has two main offerings: Camo to College and Camo to Career. Camo to College aims to increase the number of veterans who use their G.I. Bill, a benefit that gives veterans money for collegiate studies. Arnold meets with veterans to discuss their educational goals and then researches schools that meet their criteria. Camo to Career focuses on giving veterans in the Kansas City area a fast track to employment by partnering with companies that value veterans and avoiding third-party algorithms that work against veteran resumes. In 2023, Arnold was named a recipient of the Lockton Community Impact Award, which recognizes an Associate in each region with a donation on behalf of the Lockton family and shareholders to a charity of the Associate's choice as a thank-you for their work in the community. "I was speechless when I received the award," Arnold said. "It obviously means so much to me to have monetary support, but the emotional support sets Lockton apart. Once people at Lockton hear about my work, they want to get involved." Beyond this award, Lockton works to make our Associates feel supported through Lockton Empowered Associate Network (LEAN) groups. Arnold is a member of the Veteran LEAN group, which meets monthly to share their experiences as veterans and Lockton Associates. "The support that Lockton gives to a lot of these minority groups that are within these LEAN groups has been incredible," Arnold said. "It's nice because you're never going to experience the barracks or what you had before, but it's nice to see people who have similar experiences to you succeeding within Lockton." Supporting our Associates and our communities is extremely important to us at Lockton, and we focus on this through the Community Impact Award and LEAN groups. We emphasize philanthropy by giving Associates paid volunteer days yearly and encouraging them to make an impact. With the donation, Arnold will focus on marketing Camo to College to veterans. Although reaching the community for contributions is essential, he is focused on reaching veterans who have been out of the military for six months to three years and may be in a "trouble zone." Arnold's goal is to let veterans know that there is somebody there to help them that they can reach out to. With the help of Lockton, Arnold is hoping to reach more veterans and expand the program to different cities around the United States. "This is an incredible honor," Arnold said. "I love the fact that when Lockton really supports something, they go all in. We have felt it as an organization. I've felt it as an Associate and a leader of this organization. I can't express my thanks enough - it's very humbling - and I'm proud to have been a recipient this year."
Hispanic Heritage Month Life at Lockton Banner

October 23, 2023

Celebrating inclusio...
Hispanic Heritage Month honors and celebrates the many contributions, diverse cultures and extensive histories of Hispanic and Latinx Americans. From Sept. 15-Oct. 15, festivals, art shows, community gatherings and more help share the rich culture and history of these populations. At Lockton, Sept. 15 also marked the launch of Juntos – a national Hispanic/Latinx Associate LEAN (Lockton Empowered Associate Network) group. Juntos, meaning "together" in Spanish, embodies unity, understanding and celebration of the rich and diverse cultures within Lockton. Catch up with some members of our Hispanic/Latinx community at Lockton to hear about Life at Lockton from their perspectives and how they celebrate their heritage year-round. Anthony Valles – Account Administrator Why Lockton? Why not Lockton? It’s fantastic to be here I can’t envision myself being anywhere else. I‘ve worked a few places before Lockton and our culture is unmatched. The opportunities are unmatched. I know it’s cringy, but it feels like a family – everyone is involved and connected. They’ll ask you about work but also how you’re doing personally. There’s always someone to be a friend and someone in your corner. I really appreciate that. Why is celebrating Hispanic Heritage Month important to you? I grew up in a predominately white area. I didn’t see people that looked like me or had similar backgrounds or cultures. During Hispanic Heritage Month, there was always something going on in Kansas City, like Fiesta Hispana, and it was a great opportunity to connect with the community and be immersed in so many cultures but similar backgrounds - the culture that we share. It was fantastic to see everything and experience that. I enjoy feeling connected with those who I feel understand me and understand what I go through. Hispanic Heritage Month is important because it allows us to connect with our culture and roots, and celebrates what it means to be Hispanic/Latinx. How do you embrace your heritage in and out of the workplace? I try to connect with my community. I volunteer with local Guadalupe Centers and I’m on the board for Big Brothers Big Sisters (BBBS). There’s a big push for Hispanic representation within BBBS. There are a lot of Littles who want a Big who looks like them and has a similar background. I also do a lot without thinking – I share my culture with friends, play Spanish music and invite my friends over when my mom makes flautas. It’s who I am authentically and I’m sharing that with everyone I’m with. What do you hope to achieve with your involvement in the Juntos LEAN group? I hope to increase cultural awareness, develop Hispanic/Latinx leaders in Lockton, and inspire those who never would have thought of a job in insurance. We make up 7% of the company and our goal in three years is to get up to 10%. We want to increase visibility in Latinx community and work with strategic partners to make sure we are getting to the right people. We hope to create a Producer training program for those interested but don’t have the connections and experiences to get started. We also want to increase knowledge sharing and understanding – there are a lot of misconceptions and stereotypes that are old and not true. Juntos is a great way for us to share and create programming that benefits everyone and gives knowledge and understanding. The less you understand, the more you make assumptions but the more you’re familiarized, the less likely you are to have misconceptions. Juntos went from regional groups to a national presence this year. Why are national LEAN groups so important? With national LEAN groups, you all have the same mission, vision and goal. When we started, you were only able to focus on your own Series since you can’t be everywhere. It’s great to have local groups within the Series, but having that national capacity to share resources, knowledge, etc., and learn from each other to see what works is so important. We met as Juntos leadership this summer. It was great to sit down and share our experiences of why Lockton, and how we can benefit Lockton as a group and provide something that’s missing. It’s great to help other offices with tips and programming ideas. They have different ideas and have different populations, along with their ideas, and it’s an easy way to exchange and share knowledge. Why is diversity and celebrating diversity important in the workplace? Our clients represent countless countries and multiple continents. To have a company that has no diversity and can’t connect with its clients is difficult. Having people with different backgrounds and experiences is super beneficial to the workplace. It can help better understand the cultural and regional needs of clients. But also, it’s important for our communities. Kids who aren’t from a white background don’t see corporate America as an opportunity. It’s always been a white area. More diversity and culture within a workspace are monumental to attract new and successful talent. There are incredible people out there, but people don’t know of the opportunities simply because of where they grew up. The world is made up of different people so makes sense to have that here too. How has Lockton supported you both personally and professionally? I’m grateful for the opportunities I’ve received at Lockton. The learning culture is so monumental in starting a career. I’m never afraid to ask a question. I never feel like I’ll fail someone. I always have a network to reach out to and ask questions. We have continuing education; you can get designations where Lockton will provide training materials and pay for your first course. I’m able to better myself and that’s not something other companies focus on as their goals. Monica Herrera – Claims Strategic Lead - Property Why Lockton? Lockton came later in my career. I’ve been in the industry for 23 years and 20 of that was outside of Lockton. What attracted me to Lockton was the different way of doing business. I was with a carrier, and I felt like they lost their vision – the vision of always helping clients - and “service first” soon became last. When I did research, I loved Lockton’s motto of We Live Service … that brought me here. Why is celebrating Hispanic Heritage Month important to you? I am a second-generation U.S. citizen. I am close to my grandparents and they’re the ones that came here to start a new life. They didn’t have much education and left school for several reasons – mainly to help their families survive. Our community has countless stories of bringing ourselves up from nothing. It’s important to me that those stories are shared. Even the successful Hispanics you see today have the same background – lack of education, migrant worker, had to figure out how to assimilate to a new culture. The more those stories come out, the more awareness everyone has about the roots to our success. How do you embrace your heritage in and out of the workplace? We have big family gatherings – I know up to my fifth cousins! Christmas is a huge time for us as well. We celebrate Las Posadas with a party each day at someone’s house. We have a ton of different foods and a lot of fun. What was the motivation to join Juntos? Within insurance as a whole, minority groups have low representation. My motivation to join Juntos was to create awareness that industry this industry does have a career path for anyone. You can make a name for yourself. Hard work, dedication and loyalty, which Hispanic/Latinx people generally have, go a long way. In the Mountain West, we are focusing on recruitment and recruiting members of our community. All members decided that’s what we wanted to focus on. We are looking at partnering with local colleges to have recruitment days where we focus on minority groups and students who are about to graduate. We want to have people in Juntos talk about what Lockton is so that younger people can talk to someone who looks like them. I want to build awareness within the community. Lockton is good at getting out into the community with different organizations. I wanted to bring more awareness to organizations that help Hispanic families. Denver has a large Hispanic community so this is a good opportunity to bring them in and support them. Finally, I wanted to get to know more Associates. Some of us are judged by how we look. For me, I tend to have lighter skin and green eyes with no accent – I don’t “look Hispanic. We wanted to make Associates aware that we all look different and have numerous different backgrounds. Why are national LEAN groups so important? Having alignment nationally helps us get out of our silos and share ideas. It helps to hear from other Series and other parts of the organization about what they are doing locally. It also helps to know I’m not just one, but part of a larger group. I’ve brought back lots of ideas from our national group and other Series regarding what they are doing within their own communities - this increases awareness. Why is diversity and celebrating diversity important in the workplace? DEI in the workplace knocks down a lot of walls but it can come with fear. Knowing your company embraces diversity and is willing to listen and take part helps with alleviating the fear. It’s important to participate in other LEAN Groups because we need to support each other. Seeing our local CEO and President take part in our LEAN initiatives is comforting and shows why it’s important to have DEI in the workplace. How has Lockton supported you both personally and professionally? Lockton recognizes hard work. They recognize time and dedication. It’s very rare nowadays in the corporate space where a company matches the loyalty and dedication of its people. Lockton does. If you put in the work, Lockton will match it. What advice would you give to someone considering a career at Lockton? I would tell them to come in, get to know people, and focus on relationship building. Yes, work hard and stay focused, but really work on relationships. At Lockton, this is a relationship industry. You build relationships by getting to know people and talking about experiences. Create family, create relationships and create a community around you here at Lockton. If we focus on that first, it goes a long way.
BPTW Life at Lockton Banner

September 15, 2023

Lockton Named a Best...
At Lockton, we work hard to make sure our people feel welcomed and valued and provide opportunities to help them grow personally and professionally. We’re honored to be recognized as a Best Place to Work in Insurance for the 15th consecutive year. Best Places to Work in Insurance is an annual feature by Business Insurance and Best Companies Group that lists the agents, brokers, insurers and other providers with the highest employee engagement and satisfaction. The award recognizes employers for their outstanding performance in establishing workplaces where employees can thrive, enjoy their work and help their companies grow. For nearly 60 years, our independence has allowed us to provide exceptional service to our clients, take care of our people and give back to our communities in ways other companies can’t. Here are just a few ways we continue to support and expand our industry-leading culture. Embracing authenticity At Lockton, we are committed to advancing a diverse, equitable and inclusive workplace where all people feel welcome, valued and excited to build a career here. Our Associate-led Resource Groups (ARGs) serve as dedicated spaces for Associates to connect, grow and share pathways to personal and professional success. These groups deepen connections and help increase allyship by engaging, educating and advancing different perspectives, backgrounds, traditions and more. They also help us focus on what’s important and bring voice when change is needed to further advance DEI across the enterprise. Industry-leading benefits In addition to industry-leading health insurance, we offer additional options to support Associates’ overall health and wellbeing. From extensive mental health benefits to comprehensive fertility benefits, generous 401k matching to extensive wellness programs, we fully support our Associates and their families. Caring culture We empower and encourage our people to make a difference in their communities, and believe this connection between personal and professional relationships creates a greater level of overall fulfillment. Our people have the flexibility to choose how they want to make an impact in their communities and have the company’s support in whichever cause they choose. We’re excited to continue providing the opportunities and support necessary for our people to grow, improve and reach their ultimate potential. Learn more about Your Experience at Lockton.