Lockton · 23 hours ago
Account Manager
Lockton Affinity, a division of Lockton Companies, is looking for a customer service driven insurance professional for the Account Manager position. This role is responsible for the retention, renewals, marketing, and servicing needs of Lockton Affinity clients, requiring a solid understanding of Property and Casualty insurance fundamentals.
Responsibilities
Responsible for servicing and renewing a book of business
Request required information in order to start the renewal process from both the customer and carrier
Gather, review and organize information to complete renewal submissions based on client’s unique business needs
Obtain renewal quotes from underwriters and negotiate both pricing and coverage terms
Review renewal quotes for accuracy and ensure customer’s exposures are adequately covered
Review proposals for accuracy, send to customer and follow up for request to bind order
Submit bind orders to underwriters and follow up for renewal policies
Receives and submits accurate service requests such as endorsements, certificates and audits
Effectively uses agency management system to service and renew policies; includes proper file documentation for auditing purposes
Monitors retention results for book of business and communicates trends to leadership team
Makes positive contribution to customer satisfaction and constantly strives to improve service to the customer
Communicates in a positive manner to contribute to a cohesive, pleasant work environment
Protects the confidentiality of information learned by performing the duties of the position
Qualification
Required
Firm working knowledge of commercial property/casualty coverages and services
Current P&C insurance license, or ability to obtain immediately
Understanding of commercial rating concepts
Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
Proficient in Microsoft Office software
Preferred
Bachelor's degree in business or equivalent education and/or experience
Brokerage experience in servicing the insurance needs of commercial accounts
Company
Lockton
Lockton provides risk management and insurance services.
H1B Sponsorship
Lockton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageRecent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
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