Account Manager

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 Manager is the service experience leader of the client team, supporting/implementing the client's benefits strategy. The Account Manager supports the client and Account Executive in program administration, marketing and placement and carrier management using an intermediate understanding of employee benefits coverages, funding vehicles and strategy, and a basic understanding of EB markets. He or she also provides direction and works with the Account Analyst to deliver on client needs. A trusted advisor who is responsive and receptive, the Account Manager provides innovative solutions and industry best deliverables through and from the development of technical knowledge.

• Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
• Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
• Researches an issues' root cause, implements, and resolves policy-related issues
• Recommends potential enhancements or improvements to processes, products, and/or policies
• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
• Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
• Engages in Client strategy meetings to manage insured expectations for upcoming term
• Develops and presents coverage plan and renewal terms to Client
• Assesses and interprets exposure information from the Client
• Analyzes quotes from carriers to determine appropriate recommendations
• Interprets and evaluates policy terms to ensure adequate coverage for Client's identified exposures
• Facilitates Client premium financing
• Participates in negotiations with carriers for new and renewal quotes
• Collaborates with senior staff in selecting new markets for submission and requesting quotes
• Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
• Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
• Researches and understands industry trends and government regulations
• Mentors and trains junior-level staff
• Performs other responsibilities and duties as needed

Qualifications

Qualifications:

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, more than 7 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• 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 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
• Legally able 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.

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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Life at Lockton

September 24, 2025

Lockton Named One of...

Lockton is proud to be recognized as one of Glassdoor's Best-Led Companies of 2025, a list that honors leadership teams who are redefining the employee experience. This elite recognition is based entirely on voluntary and anonymous employee reviews, making it a true reflection of how Lockton Associates perceive leadership across the company. Glassdoor's selection highlights companies whose leaders: Embody the company's mission and culture Communicate transparently, especially in times of uncertainty Remain accessible and visible to their teams Prioritize employee well-being At Lockton, leadership is more than strategy; it's about showing up for our people. In Associates reviews, our leaders are consistently described as approachable, high-quality, supportive, and genuinely caring. Lockton is a place that truly empowers its people to innovate and create. The company operates with strong foundational values and moves with impressive speed and agility. The leadership team, along with colleagues across the board, brings genuine energy, passion, and care to everything they do. It's an environment where you feel supported and inspired. -Glassdoor review by a current Associate Our caring culture starts at the top. Ron Lockton, Chairman and CEO, holds a 96% approval rating on Glassdoor, a reflection of his authentic leadership style and unwavering commitment to Lockton's people-first culture. The leadership team at Lockton is truly inspiring. Their guidance, approachability, and commitment to employees' well-being create a positive atmosphere where everyone feels motivated to contribute their best. -Glassdoor review by a former Associate This honor follows another major milestone earlier this year, when Lockton was named a Best Managed Company by Deloitte for the fifth consecutive year—further validating our commitment to operational excellence, strategic vision, and a culture that puts people first. Lockton is honored to be among the 50 companies setting the standard for exceptional leadership.

September 23, 2025

Lockton Pledges $1 M...

Lockton has pledged $1 million to support the Spencer Educational Foundation. The contribution, which will advance the Foundation's mission of supporting the next generation of risk management and insurance professionals, was announced at the Foundation's annual Funding Their Future Gala, which generated more than $1.9 million, a new high-water mark. Underscoring the firm's commitment to talent development, Lockton U.S. President Tim Ryan said the contribution will further bolster the Foundation's ability to provide scholarships, internships, and experiential learning grants. Ryan was the honoree at the Gala, which was held Sept. 18 in New York. "For decades, Spencer has played a critical role in preparing students for meaningful careers in our industry," said Ryan. "Speaking with several Spencer Scholars was the highlight of the night. Some are the first in their families to attend college. Some are working multiple jobs to pay for school. Their determination is inspiring, and it reminds us that our role isn't just about financial support—it's about showing up with our time, our mentoring, and real-world experiences that set students up for success. This is a shared responsibility, and Lockton is proud to invest in the future of our profession by supporting the Foundation's mission." Ryan also highlighted the industry's ongoing need to attract and develop talent with a wide range of skills. "Insurance offers a broad and rewarding set of career paths," he said. "The more we can arm students with experience, access, and support early in their careers, the stronger our industry will be in the years to come." Lockton has a long-standing partnership with Spencer. In 2004, following the passing of Lockton's founder, the firm established the John T. Lockton Memorial Scholarship to honor his legacy and create opportunities for students entering the field of insurance. Since then, Lockton has contributed nearly $1 million in scholarships, along with mentoring and programming support. "The results of this year's Gala demonstrate the industry's unwavering dedication to cultivate future talent," said Johnell Holly, SVP at FM and Chair of the Spencer Board of Directors. "Lockton's generous contribution on top of our Gala fundraising result amplifies the impact of these efforts and enables Spencer to expand its programming to meet the increasing needs of students and educators and to promote careers in insurance." Close to 600 senior insurance executives attended the Funding Their Future Gala to celebrate Spencer's mission and invest in the talent pipeline critical to the industry's long-term success. With 87 cents of every dollar spent on programs that advance the mission, Spencer proudly focuses all efforts on the development of insurance industry talent. For additional information about the Spencer Educational Foundation and opportunities to contribute, please visit

September 15, 2025

Lockton Recognized a...

Lockton is proud to be recognized by Seramount as one of the 100 Best Companies for 2025, an honor that reflects our commitment to supporting working parents and fostering a family-friendly culture. This marks our first appearance on the list, which evaluates companies based on benefits, flexibility, and career support for employees balancing work and family life. "Our people are our greatest asset," said Stephanie Robinson, Lockton's Chief Diversity Officer. "We're intentional about creating an inclusive, forward-thinking environment where Associates—especially those who are parents—can grow professionally while enjoying meaningful time with their families." Comprehensive Support for Growing Families We are committed to supporting Associates as they grow their families – no matter how. We offer generous paid parental leave for birth, adoption, or surrogacy, along with adoption reimbursement. We also partner with a leading family health platform that provides 24/7 virtual care, fertility support, and personalized guidance to help Associates navigate every stage of their family journey. Helping Parents Return to Work with Confidence We support new parents with benefits that ease the transition back to work. Nursing mothers who travel have access to breast milk shipping services, and all Associates can access caregiver resources and work with their managers to create flexible schedules that support both personal and professional goals. Supporting Parents as They Grow Their Careers We believe parenthood should never be a barrier to professional growth. That's why we offer continued support for parents returning to the workplace. Our Associate Resource Group provides a strong community, helpful resources, and peer support to help parents navigate work-life balance. We also offer mentorship opportunities to ensure parents feel empowered in their careers and supported in their development. Lockton is proud to be recognized among those setting the standard for inclusive and supportive workplaces. If you're seeking a company that values balance, flexibility, and personal growth, Lockton could be the right fit for you.

September 1, 2025

Lockton Named a Best...

We've done it again For the 17th consecutive year, Lockton has been named one of the Best Places to Work in Insurance. This recognition reflects our ongoing commitment to creating a workplace where Associates feel empowered, supported, and inspired to thrive personally and professionally. As a family-owned company, our independence allows us to invest in what matters most: our people. Our award-winning culture is built on inclusion, wellness, growth, and purpose, and it's shaped every day by our incredible Associates and leadership. From generous benefits to long-term career development, Lockton fosters a stable, innovative, and people-first environment. A culture of empowerment and inclusion Whether you're just starting your career or are a seasoned professional, we provide the tools and support to help you grow—professionally and personally. Our culture is rooted in authenticity, inclusion, and empowerment. Associates are encouraged to bring their whole selves to work, and the company actively supports this through Associate Resource Groups, DEI Councils, and inclusive leadership initiatives. Making a real impact Our people-centered culture shines through in the everyday experiences of our Associates. Whether through volunteering initiatives, mentorship programs, or leadership development, we encourage our people to pursue purpose alongside performance. Our commitment to impact goes beyond business—it's about creating space for individuals to thrive and give back in ways that matter most to them. Work-life balance and best-in-class benefits We understand that life doesn't stop when work begins. With flexible work arrangements, industry-leading health insurance, wellness programs, and a strong emphasis on mental health, we ensure that Associates can maintain a healthy balance. Career growth and development From early career programs to leadership development, we invest heavily in our people. Associates have access to professional training, mentorship, and global opportunities across more than 140 offices worldwide. The entrepreneurial spirit at Lockton means our people are empowered to innovate, lead, and make a real impact. Join a company that puts people first If you're looking for a workplace that values your voice, supports your growth, and celebrates your individuality, look no further. Explore opportunities and discover what makes life at Lockton so special. About Best Places to Work Best Places to Work in Insurance, an annual feature presented by Business Insurance and Best Companies Group, lists the agents, brokers, insurance companies, and other providers with the highest employee engagement and satisfaction levels. Best Companies Group identifies the leading employers in the insurance industry by conducting a free two-part assessment of each company. The first part is a questionnaire completed by the employer about company policies, practices, and demographics. The second part is a confidential employee survey on engagement and satisfaction.