Assistant Account Manager (Hiring Immediately)

Your Responsibilities

Work in conjunction with Account Executives and/or Producers to manage an assigned book of business

Responsible for coordination and execution of administrative and service functions for assigned accounts

Support the implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details

Gather and compile exposure information, including loss‑run schedules and stratifications

Request and collect new and renewal quotes from carriers

Audit policies, quotes, binders, and endorsements to ensure accuracy and completeness

Update specifications, application, and summary information to reflect changes throughout the lifecycle of the policy

Bind coverage under the direction of the Unit Manager and/or Account Executive

Assist with the issuance and processing of client invoicing and bill discrepancies

Utilize an inquisitive mindset to research industry trends and governmental regulations that may impact the client and/or Lockton

Process Certificates of Insurance and Auto ID card renewals. Will also help manage day‑to‑day requests submitted by clients

Lend support to the team with contract and policy reviews

Additional tasks, as requested by leadership

Qualifications

Bachelor’s Degree in Insurance and Risk Management or related field (preferred)

One (1) year of commercial insurance, underwriting, or risk management experience (preferred)

Working knowledge of Microsoft Office Products (Excel, Word and PowerPoint)

Professional written and verbal communication skills with the ability to effectively communicate with all levels of associates/clients

Strong organizational and time‑management skills with the ability to work within high pressure time constraints

Effective critical thinker with the ability to resolve complex client service issues

Technical aptitude with the ability to learn systems and processes quickly

Willingness to travel and work outside of normal business hours, as needed

Legally able to work in the United States

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