Associate Account Manager
Lockton, Inc.
Job Summary: We're looking for an Associate Account Manager to join our Middle Market team in Salt Lake City. This is an exciting opportunity for a relationship-driven professional to support client success, drive account growth, and contribute to a dynamic and fast-paced real estate environment. 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 Requirements: 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
Vacancy posted 2 days ago
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