Account Manager Family Office - Private Risk

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.

Your Responsibilities

The successful candidate will be responsible for providing technical and operational support to the Account Executives and Family Office team, demonstrating proficiency in the following areas:

Operational & Technical Support

• Substantial experience in providing marketing and servicing support for the insurance needs of personal accounts.

• Working knowledge of personal lines coverages and services.

• High aptitude for mathematical calculations including multiplication, division, and percentages.

• Strong understanding of general insurance accounting, including internal processes related to client invoicing.

• Proven ability to organize and manage time effectively to meet internal deadlines for the team.

• Construct and prepare summaries and premium comparisons.

• Processing supporting endorsements, Certificates, Identification Cards when necessary.

• Ability to remarket accounts

• Understanding company guidelines to help Account Executives place expanded business and remarkets.

Market Analysis & Data Proficiency

• Understanding of personal lines rating concepts.

• Strong analytical and problem-solving skills to support the Account Executive in resolving complex account issues.

• Supports the AE’s understanding of the concept, issues, and overall impact of market pricing.

• Understanding of risk management concepts (including replacement cost valuations, risk mitigation.) and preparing necessary internal documentation.

• Ability to compile, analyze, and interpret financial information and data to facilitate the team's decision-making.

Team Coordination & Communication

• Demonstrated ability to understand and execute oral and written instructions from the Account Executive and Department Manager.

• Effectively delegates internal tasks as appropriate.

• Demonstrated understanding of when to proceed alone with a task and when to involve the Account Executive, Department Manager, or others.

• Demonstrated interpersonal communication skills and the ability to interact with Associates at all levels of responsibility.

• Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.

• Ability to think critically

• Organization and prioritization of work from Account Executives

• Ability to communicate effectively and professionally with clients to obtain information.

• Ability to communicate with company underwriters

• Expanded insurance industry knowledge through experience and/or course work.

Qualifications

• Education: Bachelor’s degree in a related field.

• Experience: At least 2 years of progressive experience working for an Insurance Broker in Personal Lines, specifically supporting teams managing high-net-worth clients.

• Work Schedule: Ability to work Full-time (37.5 hours per week).

• Legal: Authorized to work in the United States

Open to U.S. remote locations.