Assistant Account Manager - Private Equity

Houston, Texas, United States of America

Administration

26002X

Apply now

Houston, Texas, United States of America

Administration

26002X

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.

About the Position

Join a team where precision, adaptability, and a commitment to excellence define success. As an Assistant Account Manager in our Private Equity Insurance division, you’ll support complex, high-value accounts in a fast-moving environment that rewards initiative and continuous improvement. This role offers the opportunity to grow your expertise while contributing to exceptional client outcomes.

Business unit

Texas Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Your Responsibilities

Collaborate with Account Executives and Producers to manage a dynamic portfolio of private equity clients.
Execute administrative and service functions with accuracy and urgency, ensuring seamless delivery under tight timelines.
Coordinate implementation of new coverage lines, including account setup, documentation collection, and plan review.
Gather and analyze exposure data, loss runs, and stratifications to support underwriting and risk assessment.
Assist with securing competitive new and renewal quotes from carriers.
Audit policies, binders, and endorsements with meticulous attention to detail to ensure accuracy and compliance.
Maintain updated specifications and summaries throughout the policy lifecycle.
Bind coverage under the direction of senior team members and manage invoicing processes with precision.
Research industry trends and regulatory changes impacting private equity clients, demonstrating curiosity and proactive thinking.
Process Certificates of Insurance and Auto ID renewals promptly while managing day-to-day client requests with a service-first mindset.
Support contract and policy reviews, contributing to risk mitigation strategies.
Take ownership of additional projects and responsibilities as assigned by leadership.

Qualifications

Bachelor’s degree in Insurance, Risk Management, Finance, or related field (preferred).
1+ year of experience in commercial insurance, underwriting, or risk management (preferred).
Exceptional organizational and time management skills, as well as the ability to thrive under pressure in a fast-paced environment.
Working knowledge of Microsoft Office Products.
Strong analytical and critical thinking skills to solve complex client challenges.
High level of professionalism with outstanding written and verbal communication skills.
Tech-savvy and quick to learn new systems and processes.
A proactive mindset with a drive for growth and continuous improvement.
Ability to work independently and collaboratively within a high-performing team.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Willingness to travel and work outside standard business hours when necessary.
Legal authorization 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 13,100+ Associates doing business in over 155 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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