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.
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May 6, 2025
At Lockton, personal and professional growth thrives in a culture of collaboration and support. In this article, Andy Johnson shares his career journey to Lockton in his own words, highlighting how his diverse experiences and the unique environment have shaped his approach to work and fueled his passion for development. --- Can you share your work history and your journey at Lockton? My career journey has taken a few turns I’m truly proud of. I started out in the hospitality industry, working my way through undergrad by waiting tables—a crash course in staying calm under pressure, anticipating needs, and building real connections with people. After graduating, I transitioned into teaching, where a lot of those same skills carried over: reading the room, building relationships, and adapting on the fly. I joined Lockton in the summer of 2023 as an Assistant Account Manager, and honestly, I could tell from day one that this place was different. The culture, the collaboration, and the people here immediately stood out. Since joining, I’ve been able to grow a ton—stepping up to help mentor our summer interns, sharing best practices to help onboard new hires, and continuing to develop in my role. Today, I work closely with several Account Managers and Account Executives to help deliver the top-tier service that Lockton is known for. It’s been an incredible experience so far, and I’m excited to continue learning and growing with a company that truly invests in its people. How has your experience working in education shaped the way you approach your work today? My experience in education shaped the way I approach just about everything I do today. Teaching taught me how to stay calm under pressure, how to communicate clearly even when the situation is complex, and how to anticipate needs before they’re even spoken. It also gave me a deep appreciation for building strong relationships—whether it’s with clients, teammates, or new hires. The classroom taught me to break things down into manageable steps, stay adaptable, and always keep learning. Those same skills have been invaluable in my role now. I’m proud to bring that mindset with me every day, and I’m constantly looking for ways to keep growing and supporting the people around me. What sets Lockton apart from other organizations you’ve been a part of? What sets Lockton apart for me is the people. From the first day, it’s clear that collaboration, mentorship, and genuine support aren’t just buzzwords here—they’re part of the everyday experience. People go out of their way to help each other succeed, leadership really invests in your growth, and everyone is encouraged to grow, ask questions, and bring new ideas to the table. At other places, it sometimes felt like success was a solo journey. Here, there’s a true team mentality—people invest in you, and you’re encouraged to invest back into others. It creates an environment where you’re not just showing up for a job; you’re showing up for a team that’s invested in your success. It truly makes all the difference. What has been your “Lockton Moment” — a time when you knew Lockton was the right place for you? My "Lockton Moment" came during my mid-year review. In past roles, speaking up about my goals often felt risky—like wanting more might be seen as overstepping, or that I was being pushy, impatient, or ungrateful. So, when it came time for my review, I was hesitant to advocate for myself as I debated whether it was ‘too much’ to express my desires. But something about the culture at Lockton felt different, so I took a deep breath and shared that I was passionate about growing into an Account Manager role. And what happened next caught me by surprise in the best way. Instead of being met with criticism or pushback, my boss listened—truly listened—and immediately supported my vision for growth. Together, we mapped out a plan for how I could get there. It was one of the first times in my career I truly felt seen, valued, and encouraged not just for who I was, but for who I wanted to become. That conversation wasn’t just a career milestone for me—it was a personal one, too. It confirmed that Lockton isn’t just a place where careers grow; it’s a place where people grow. And true growth happens where people are genuinely valued. I’m proud to be building my career at a company that lives out that belief every day. How would you describe Lockton’s culture to someone unfamiliar with it? I would describe Lockton’s culture as genuinely people-first. It’s a place where collaboration, growth, and support aren’t just talked about—they’re lived out every day. People are encouraged to reach up, ask questions, share ideas, and take ownership of their growth, no matter where they are in their career journey. It’s a fast-paced environment, but it’s one where you never feel like you’re navigating it alone. There’s always someone ready to invest their time, knowledge, and encouragement to help you succeed. Lockton’s culture is built on trust, authenticity, and a true commitment to seeing people thrive—both personally and professionally.
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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.
May 1, 2025
Though Elizabeth Stookey’s career path was anything but traditional, it ultimately led her to a role where her diverse experience makes a lasting impact. With a background in journalism and nearly 16 years in higher education, she built a career centered around communication, engagement, and relationship-building. In 2021, inspired by a desire for change and encouragement from her husband, she pivoted into the insurance industry. Just a year later, she joined Lockton as an account manager on the voluntary benefits team. Today, alongside her team of four, she helps support more than 250 clients across seven offices, bringing energy, expertise, and a fresh perspective to every partnership. “It’s been an exciting journey, and I’m grateful for the path that brought me here!” How has your experience working in education shaped the way you approach your work today? My experience in education, particularly in alumni relations and advancement, deeply shaped the way I approach my work today. In higher ed, everything is centered around building meaningful relationships, communicating effectively with diverse audiences, and delivering value through personalized engagement. I learned how to actively listen, think strategically, and manage multiple stakeholders with differing priorities—all skills that translate directly to my work in voluntary benefits. I approach each client interaction with a service mindset, always aiming to understand their unique needs and deliver thoughtful, tailored solutions. The ability to manage multiple projects, clearly communicate, adapt to different personalities, and stay mission-focused—all skills I developed in education—are now core to how I operate at Lockton. What sets Lockton apart from other organizations you’ve been a part of? What sets Lockton apart is its deep commitment to living service. It’s not just a phrase; it’s something you experience every day. In every client-facing interaction, we are empowered to lead with empathy, responsiveness, and a genuine desire to add value. The culture here fosters open communication and seamless collaboration across teams and regions. Everyone is approachable and willing to jump in to help, which creates a supportive environment where ideas are shared freely, and client solutions are stronger because of it. At Lockton, we are trusted to bring our best to the table, and that trust fuels innovation, accountability, and long-term relationships—with both our clients and our colleagues. What has been your “Lockton Moment” — a time when you knew Lockton was the right place for you? One of my “Lockton Moments” happened early on during a trip to our Nashville office to meet with a major client we were onboarding. The Nashville team was incredibly welcoming and made me feel like part of the group right away. During the meeting, we were presenting initial voluntary benefits marketing results. My manager handed the presentation over to me, and I jumped in confidently, like I’d been doing this for years. I was quick to build rapport, actively listen, and respond thoughtfully to the client’s needs. That moment reaffirmed that I was exactly where I was meant to be—part of a team that values initiative, trusts your expertise, and celebrates your wins. How would you describe Lockton’s culture to someone unfamiliar with it? Lockton’s culture is fast-paced, service-driven, and incredibly collaborative. It’s an organization filled with knowledgeable professionals who genuinely live service—going above and beyond for our clients and for each other. No matter your role, you’re seen as a vital part of the client experience. There is a strong sense of ownership and teamwork – people aren’t afraid to roll up their sleeves and dive in when challenges arise. What also stands out is the breadth of resources available. Everything Lockton offers is purposeful and designed to help us deliver exceptional results. It’s a place where you’re supported, trusted, and empowered to make an impact.
May 1, 2025
We are proud to announce that Lockton has been awarded the Gold Level Bell Seal for Workplace Mental Health by Mental Health America (MHA). This prestigious certification recognizes our unwavering commitment to fostering a mentally healthy workplace. The Bell Seal is the nation’s first workplace mental health certification, recognizing organizations that are committed to creating mentally healthy workplaces. Earning a gold-level designation means Lockton has demonstrated excellence in workplace culture, employee benefits, wellness programs, and access to mental health resources. According to MHA, nearly 1 in 4 adults experience a mental health condition every year — and workplace culture plays a huge role in how comfortable people feel seeking help. This certification shows that Lockton isn’t just checking a box — we’re actively building a space where mental health is valued, and support is always within reach. Lockton supports Associates by offering: Comprehensive benefits: We offer 12 free, confidential mental health sessions annually to help manage stress, anxiety, relationship challenges, and more. These sessions are designed to provide meaningful support and ensure that our Associates have access to the care they need. Stigma-free support: Our culture encourages open conversations about mental health without fear of judgment. We strive to eliminate the stigma surrounding mental health issues and promote a supportive atmosphere where everyone feels safe to speak up. Accessible resources: From one-on-one therapy to self-care tools and mental health coaching, we provide easy access to the support you need. Our resources are designed to be judgment-free and readily available, ensuring that help is always within reach. By fostering a workplace culture that prioritizes mental health, we empower our Associates to take charge of their well-being and seek support whenever they need it. Learn more about the Bell Seal and its significance here.