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Senior Account Manager

  • Job
    Senior Level
  • Business, Operations & Strategy
  • $125K
  • Los Angeles

AI generated summary

  • You need a Bachelor's degree, 7+ years of client services experience, strong communication skills, industry knowledge, ability to travel, work outside of hours, and legally able to work in the US.
  • You will manage client relationships, analyze coverage plans, negotiate with carriers, and provide strategic advice to ensure the highest level of customer service and satisfaction.


  • 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.


  • 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


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

A Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent, typically more than 7 years of Client services experience, strong knowledge of Microsoft Office Suite, strong verbal and interpersonal communication skills, working knowledge and experience within the brokerage industry, understanding of industry trends and governmental regulations, ability to attend company meetings and industry training sessions, ability to travel, and legally able to work in the United States.

What are the responsibilities of a Senior Account Manager at Lockton?

Responsibilities include developing and maintaining relationships with clients, overseeing the servicing of a designated book of business, conducting research on policy-related issues, providing strategic planning and consultative advice to clients, participating in negotiations with carriers, mentoring and training junior-level staff, and more.

What is the work environment like for a Senior Account Manager at Lockton?

The work environment is fast-paced, collaborative, and focused on delivering excellent service to clients. Senior Account Managers are expected to be proactive problem solvers, excellent communicators, and able to meet deadlines. Travel may be required, and there may be opportunities for continued education and professional development.

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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.