Associate Account Manager - June 2024
Los Angeles, United States of America
Client Services
2301I2
Associate Account Manager - June 2024
Los Angeles, United States of America
Client Services
2301I2
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.
Irvine, Sacramento, San Francisco, San Diego
Business unit
Pacific Series
Salary
$62,500-$62,500
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Associate Account Manager
Lockton Academy
Job Summary:
Lockton Academy is designed to give college graduates a pathway to becoming successful risk consultants. The twelve-to-eighteen-month program provides a broad range of learning experiences with exposure to all departments within Lockton Companies. Each Associate in the program will gain an understanding of how all Lockton departments work together to provide Enterprise Risk Management services for commercial clients, including the placement of commercial insurance policies.
Through a mix of mentoring and “hands-on” work each individual will have the opportunity to become an Account Manager upon successful completion of the Academy.
Responsibilities:
• Provides Enterprise Risk Management and Analysis, including financial, operational, products, property, environmental, and human capital risk analysis.
• Provides consultative risk advice to commercial clients, including the production, analysis, and recommendations for changes to insurance coverage
• Real-time problem solving and client guidance
• Respond to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Engages in limited client strategy meetings to manage expectations and coordinate strategy for upcoming year
• Gathers and compiles risk exposure information from the Client into the data management system, ensuring accuracy and completeness
• Establish an expertise in modeling and data analytics
• Participates in negotiations with underwriters with oversight
• Collaborates with senior staff in selecting markets for submission of risk
• Helps review new business opportunity information and participates in new client prospecting activities
• Establishes and maintains relationships and interfaces with Clients, underwriters, 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
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Performs other responsibilities and duties as needed
Qualifications
• 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
• Ability to work from home
• Legally able to work in the United States
#LI-DA2
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.
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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