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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 1 day ago
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