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Account Manager

  • Job
    Junior & Mid Level
  • Business, Operations & Strategy
  • $63K - $84K
  • Los Angeles

AI generated summary

  • You need a Bachelor’s degree or equivalent experience, 2+ years in client services, strong knowledge of brokerage/insurance industry, Microsoft Office skills, attention to detail, ability to travel, and professional communication skills.
  • You will manage client accounts by handling inquiries, collecting quotes, updating policies, and coordinating with carriers and internal teams.


  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, two or more years of Client services experience is required
  • Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong attention to detail required
  • Ability to attend industry training sessions as needed
  • Understands industry trends and governmental regulations
  • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
  • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
  • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
  • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
  • Ability to travel by automobile and aircraft and be away from home more than one day and night, as needed
  • Legally able to work in the United States
  • This position may be eligible for annual discretionary bonus consideration.


  • Services designated book of business as relating to marketing, claims, and administration
  • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
  • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
  • Ensure accuracy of exposure information from the Client, including reviewing loss-run schedules and client stratifications
  • Requests and collects quotes (new and renewal) from carriers
  • Audits quotes, binders, and endorsements and makes requests for changes as needed
  • Process audits and creates audit analysis for Client
  • Receives policy, then updates and completes policy check to ensure completeness
  • Updates specifications, application, and summary information to reflect changes during the year
  • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
  • Binds coverage under direction of the Unit Manager/Account Executive
  • Informs Client of all changes that may affect insurance premiums or coverage
  • Gathers and compiles information for new business opportunities
  • Inputs client information into the data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings
  • Creates and sends compliance communications as needed
  • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
  • Performs other work-related duties as needed


What qualifications are required for the Account Manager position at Lockton?

A Bachelor’s Degree in Business Administration or a related field is preferred, along with two or more years of Client services experience. Strong knowledge of the commercial insurance industry, proficiency in Microsoft Office Suite, attention to detail, and organizational skills are also required.

What are the responsibilities of an Account Manager at Lockton?

The Account Manager is responsible for servicing, supporting, and coordinating Clients’ accounts, including responding to inquiries, collecting documentation, processing audits, updating policies, and communicating changes to clients. They also assist in new business opportunities, generate materials for client meetings, and ensure compliance with regulations.

What skills are necessary for success in the Account Manager role at Lockton?

Strong verbal, written, and interpersonal skills are essential for interacting with clients and team members. Time management, attention to detail, and the ability to prioritize workloads are also important. Additionally, knowledge of industry trends, willingness to expand insurance education, and the ability to travel as needed are key skills for this role.

Is travel required for the Account Manager position at Lockton?

Yes, the Account Manager may be required to travel by automobile and aircraft and be away from home for more than one day and night as needed to meet client needs.

How does Lockton support the professional development of Account Managers?

Lockton encourages Account Managers to expand their knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements. The company also provides opportunities for industry training sessions and may offer annual discretionary bonuses.

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Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.