Unlock Your Career Potential as an Associate Account Manager

6 days ago


Birmingham, Alabama, United States Lockton Companies Full time

About Lockton

Lockton is a global professional services firm that advises clients on protecting their people, property, and reputations. With over 8,000 associates worldwide, we have grown to become the world's largest privately held, independent insurance broker.

Our Mission

We help clients achieve their business objectives by providing expert advice and innovative solutions. Our team is dedicated to delivering exceptional service and building long-term relationships with our clients.

Account Management Trainee Role

We are seeking a highly motivated and detail-oriented individual to join our Account Management Trainee program. As an Associate Account Manager, you will work closely with our experienced account managers to develop your skills and knowledge in the insurance industry.

Responsibilities

  • Participate in negotiations with carriers for new and renewal quotes with oversight
  • Collaborate with senior staff in selecting new markets for submission and requesting quotes
  • Help review new business opportunity information and provide related recommendations to Unit Manager/Account Executive/Producer
  • Establish and maintain relationships and interfaces with Clients, carriers, and other vendors
  • Review quotes, binders, and endorsements and make requests for changes as needed
  • Receive policy, then update and complete policy check to ensure completeness
  • Update specifications, application, and summary information to reflect changes during the year
  • Inform Client of any and all changes that may affect insurance premiums or coverage
  • Input Client information into data management system, ensuring accuracy and completeness
  • Generate materials for Client presentations and meetings
  • Create and send compliance communications as needed
  • Perform other responsibilities and duties as needed

What We Offer

We offer a competitive starting salary, developmental training opportunities, classroom learning experiences, and a series of activity requirements. Our training program provides exposure to marketing, servicing, and renewal of Commercial Insurance accounts in the People Solutions or Risk Management practice.

Qualifications

  • Bachelor's degree with a minimum of 3.3 GPA
  • Strong knowledge of Microsoft Office Suite (Outlook and Excel)
  • Strong verbal and interpersonal communication skills required
  • 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 work outside of normal business hours as needed
  • Legally able to work in the United States


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