Account Analyst - Commercial P&C
Charlotte, North Carolina, United States of America
Client Services
2500S9
Account Analyst - Commercial P&C
Charlotte, North Carolina, United States of America
Client Services
2500S9
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
Southeast Series
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
The Account Analyst is a foundational role where the Associate learns the fundamentals of commercial insurance programs and client service. Their goal is to deliver a consistent, positive customer service experience as they learn how commercial insurance programs are structured, placed and serviced. They coordinate with clients, markets, and internal teams for client services issues, carrier queries, or billing concerns. The Account Analyst learns the renewal cycle and provides support to the key stakeholders to ensure the team is meeting the prescribed timeline. The Account Analyst always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
- Learning the basics of program administration, pre and post renewal and ongoing. Assists AE/AM with issues regarding carrier billing, claim processing and, as knowledge increases, provides backup for service inquires and issues, prepares and receives certificate requests. Builds skillset to support clients facing activities in verbal communications and correspondence.
- Prepares and gathers information that will contribute to the client strategic plan including exposures, loss runs, and carrier data.
- Administrative support of tactical execution of communication activities including communication edits, preparation of presentations materials and materials for client meetings and events
- Coordinates client invoices including monitoring errors or "suspense" items and processes producer allocations as needed.
- Builds skillset to audit renewal invoices and confirm accuracy.
- Provides administrative support for client marketing including the gathering of client exposure and submission information and coordinating vendor responses and follow-up.
- Process and issue binders, invoices, auto id cards, and claims instructions. Order appropriate changes and corrections from completed policy review or policy endorsements. Complete the initial policy checks, policy files, client manuals and summaries.
- Onboard client by setting up client administrative functions such as file structures, account documentation, client profile, systems' set up, client and carrier contacts information, draft BORs, Client Information Sheet for internal commission tracking, as directed by AM
- Coordinate gathering of reporting for renewal process or to support client questions.
- Managing Work: Effectively managing one's time and resources to ensure that work is completed efficiently. Actions: Prioritizes, prepares, schedules, leverages resources, stays focused.
- Initiating Action: Taking prompt action to accomplish work goals; taking action to achieve results beyond what is being required; being proactive. Actions: Responds quickly, takes independent action, and goes above and beyond.
- Work Standards: Setting high standards of performance for self and others; assuming responsibility and accountability for successfully completing assignments or tasks; self-imposing standards of excellence rather than having standards imposed. Actions: Sets standards for excellence, ensures high quality, takes responsibility, encourages others to take responsibility.
- Earning Trust: Gaining others’ confidence by acting with integrity and following through on commitments while disclosing their own positions; treating others and their ideas with respect and supporting them in the face of challenge. Actions: Acts with integrity, discloses own positions, remains open to ideas, and values others.
- Quality Orientation: Accomplishing tasks by considering all areas involved, no matter how detailed; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time. Actions: Follows procedures, ensures high quality output, and takes action.
Qualifications
- 0-1 years’ experience client service or customer service
- Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
- Builds basic knowledge of property and casualty coverages
- Build basic awareness of insurance funding mechanisms and the structures available for clients
- Ability to compile and analyze financial information
- Proficiency in the use of Microsoft Word, Excel, and PowerPoint.
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 12,500+ Associates doing business in over 140 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.
Similar Vacancies
View allLife at Lockton
May 19, 2025
For Jess Bass Bolander, life is about building relationships—whether personally or professionally—to create something bigger. Prior to joining Lockton, Jess worked as a group representative at a healthcare carrier. Despite working with several larger brokers in the region, she always loved the energy, culture, and people at Lockton. She felt that no one fought harder for clients than Lockton, and unlike the revolving door of brokers at other firms, Lockton had great tenure within its teams. One day, Steve Idoux reached out to Jess and told her that many people already thought of her as their broker, not just a relationship builder for the carrier. This was a turning point for Jess. "He helped me realize that I can build a career at Lockton," Jess recounts. She decided she wanted to join a place that takes care of people, values culture, and fights for clients. That’s why she chose Lockton. Jess started her journey at Lockton in a Producer Resource Group. She spent five years learning from others, understanding the business and how Lockton operates before moving into a Producer role. During this time, she developed her niche and realized that she could expand her network through her involvement in local organizations throughout the Dallas community. Jess has consistently been an active member within the City of Dallas. Her passions revolve around lifting others in the workforce—particularly focusing on women, the Latino community, and children. Jess is currently a board member of multiple organizations in the Dallas area, including the Dallas CFO Leadership Council, The Family Place, and Asociación de Empresarios Mexicanos en EE UU. She is an advocate for Lockton partnering with Cristo Rey College Prep in Dallas, TX, to help be an intern source for the students’ coursework during their high school studies. She guest teaches at local colleges, educating students on insurance and employee benefits, and sharing tips for entering the workforce in a corporate environment.
"As the granddaughter of immigrants on both sides, community is very important to me. I feel so lucky that Lockton encourages Producers and Associates to give back to their communities," said Jess. "I’ve also seen how it can strengthen internal relationships. Some of my favorite memories and personal connections have been made at Lockton Cares community events with my colleagues." In April 2025, Jess was named the recipient of the Producer Community Impact Award. Each year, the Lockton family honors a Producer who goes above and beyond serving the community with a $50,000 donation to the organization of their choice. "I was so completely humbled that I won. It was an honor to be nominated amongst such an impressive group of producers, and I’m so grateful that Lockton values the work we do in Dallas," said Jess. She chose The Family Place, an organization dedicated to ending domestic violence, as the recipient of the $50,000 donation. "I joined the board of The Family Place a little over two years ago, and it’s been amazing," said Jess. "I had a tumultuous childhood, and I’m passionate about breaking the cycle of emotional and physical abuse. The Family Place offers critical housing, educational programming, and mental health services that help to build an emotionally healed community." For Jess, this recognition is about more than her—it’s a testament to Lockton as a whole. "This award is an example of our caring culture and dedication to positively impacting the communities where we do business. I serve on multiple boards and have chaired many events benefiting the Dallas community. However, I am not alone. When you look at the Associates and Producers around the country at Lockton, so many of us are making contributions to our communities. We don’t do anything small at Lockton." "The energy is different at Lockton—our Associates deeply care about making a difference and lifting each other up." Jess continues to make an impact – on her clients, coworkers and community – one relationship at a time.
Click here to learn more about The Family Place.
May 6, 2025
In the competitive world of risk management, Blake DeNoyer has quickly become a standout performer at Lockton, recently earning the Risk & Insurance Power Broker Award just four years into his insurance career. Blake, a Producer based in Fort Worth, Texas, leads Lockton's Rail Advisory Group, specializing in crafting complex risk management solutions for the rail industry. What makes his story unique is not just the award, but the path that led him here. "What initially drew me to Lockton was the distinct contrast it presented to my previous experiences," Blake explains. Unlike traditional corporate environments, Lockton offered something different: a well-established firm with a flat hierarchy that empowers its professionals to truly own their work. At Lockton, Blake discovered a workplace unlike any other. "You're essentially running your own business under the Lockton umbrella," he says. "You have full autonomy as to how you allocate your time and what business you chase, all while having the full support, mentorship, and resources of a Top 10 firm." This freedom, coupled with robust support, has been key to his rapid professional growth. Winning the Power Broker Award is no small achievement. For Blake, it is a validation of his dedication and commitment to delivering results. "Coming from outside of the insurance industry, I felt as if I needed to prove I could learn the complexities of risk management, provide value to clients, and ultimately enhance Lockton's position in the rail sector. This award helps provide some validation towards those efforts." he reflects. "What sets Lockton apart is our commitment to Producer success," Blake emphasizes. "Management consistently demonstrates a willingness to invest in my business and the strategic talent necessary to elevate the rail practice. We also get the opportunity to work with professional coaches and psychologists to develop an 'Elite Producer' mindset that allows us to lead teams and develop business at the highest level possible." Blake believes that culture is the driving factor behind Lockton’s success. "The camaraderie here is remarkable," he shares. "Everyone is genuinely invested in each other's success." It is this sense of community, combined with professional growth opportunities, which transforms a job into a career at Lockton.
April 21, 2025
Diana Tacuba’s heart has always been with those whose voices are often unheard, especially young girls facing unimaginable challenges. That is why she chose Fundación Dar y Amar Daya as the recipient of her Community Impact Award donation. The Mexico-based nonprofit provides a safe haven for girls and young women who have survived abuse and violence in their homes or communities. Beyond shelter, Daya offers emotional support, legal guidance, education, and skill-building so these young women can reclaim their futures. When she learned she had received the Community Impact Award, Diana felt immense gratitude—not just for the recognition, but for the opportunity to shine a light on Daya. Each year, the Lockton family honors Associates who go above and beyond to serve their communities with a $25,000 donation to the organization of their choice. Diana embodies the dedication and compassion the Community Impact Award represents. “This award is not only mine,” she says. “It belongs to all of Lockton Mexico. None of this would be possible without the dedication of my colleagues who support both our clients, and our community every day.” “As a woman, I deeply relate to Daya’s mission,” Diana says. “Without this support, many of these girls would be facing lives on the streets, trapped in cycles of abuse or addiction. Daya gives them a chance.” Through her volunteer work, Diana has gotten to know the girls and their stories firsthand. The experience left a lasting impression. “It’s painful to see the reality they face,” she says. “There is still much to do for our nearby communities and small actions can make a big change.” Diana has already shared her professional expertise with the girls of Daya by leading financial literacy workshops. Looking ahead, she hopes to build even deeper connections between Lockton and the organization. “We need to keep listening to what the girls need and find ways to implement more actions so we can continue to contribute at Lockton,” she explains. She credits Lockton’s people-first culture for enabling her to pursue this passion. “Lockton makes you feel seen and valuable.” Having started her career as an intern, Diana has grown alongside the company. “It is hard not to fall in love with Lockton. It has an exciting culture, a very strong identity, versatile and dynamic work teams, and above all, it is a company with a vision beyond just doing business, Lockton is made by its people.”
April 21, 2025
Kyle Ginsburg, Energy Account Executive in Houston, has emerged as a standout professional at Lockton, recently earning the prestigious Risk & Insurance Power Broker Award. The Power Broker Award recognizes exceptional professionals who go above and beyond in the insurance industry. For Kyle, this honor highlights his ability to solve complex client challenges, deliver outstanding customer service, and demonstrate deep industry knowledge. He has proven himself to be a top-tier risk management professional who consistently delivers exceptional value to clients. "This award represents a moment where I can see my learning and growth shine amongst my clients and peers," Kyle states. What drew Kyle to Lockton was not just a job opportunity, but a unique professional environment. "It's a family-oriented workplace with a strong entrepreneurial mindset," he explains. "A place that truly believes and invests in their people." For Kyle, this is not just a workplace, it is a platform for both professional excellence and personal fulfillment. As an Energy Account Executive, Kyle has discovered more than just a career path. He appreciates the work-life balance that allows him to excel professionally while supporting his family and two children. This harmony is central to Lockton's distinctive culture. "We are a leading global broker partner with major capabilities," Kyle emphasizes, "but we operate under a private, family-owned philosophy that allows us to be nimble and deliver exceptional service." This unique approach has been instrumental in his success, enabling him to develop leadership skills through confident ownership of his responsibilities. “Lockton is truly best in class, a place that values their people, and that's felt regardless of your position within the company." Kyle’s commitment to excellence and his leadership have not only earned him the Power Broker Award but also highlights the culture of support and growth that Lockton fosters, setting the stage for continued success in the industry.