Associate Account Manager - Real Estate

Lockton•Seattle, WA

2d•Hybrid

About The Position

We're looking for an Associate Account Manager to join our Real Estate team in Denver. This is an exciting opportunity for a relationship-driven professional to support client success, drive account growth, and contribute to a dynamic and fast-paced real estate environment.

Requirements

Strong knowledge of Microsoft Office Suite (Outlook and Excel)
Strong verbal and interpersonal communication skills required
Ability to complete continuing education requirements as well as CPCU & ARM
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 in order 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
Ability to work from home
Legally able to work in the United States

Responsibilities

Provides Enterprise Risk Management and Analysis, including financial, operational, products, property, environmental, and human capital risk analysis.
Provides consultative risk advice to commercial clients, including the production, analysis, and recommendations for changes to insurance coverage.
Real-time problem solving and client guidance.
Respond to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions.
Engages in limited client strategy meetings to manage expectations and coordinate strategy for upcoming year.
Gathers and compiles risk exposure information from the Client into the data management system, ensuring accuracy and completeness.
Establish an expertise in modeling and data analytics.
Participates in negotiations with underwriters with oversight.
Collaborates with senior staff in selecting markets for submission of risk.
Helps review new business opportunity information and participates in new client prospecting activities.
Establishes and maintains relationships and interfaces with Clients, underwriters, and other vendors.
Reviews quotes, binders, and endorsements and makes requests for changes as needed.
Receives policy, then updates and completes policy check to ensure completeness.
Updates specifications, application, and summary information to reflect changes during the year.
Informs Client of any and all changes that may affect insurance premiums or coverage.
Generates materials for Client presentations and meetings.
Creates and sends compliance communications as needed.
Performs other responsibilities and duties as needed.