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Lockton · 3 days ago

Account Manager Family Office -Private Risk

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Lockton is a leading insurance broker, and they are seeking an Account Manager for their Family Office team. The successful candidate will provide operational and technical support, manage personal accounts, and assist in market analysis while collaborating with Account Executives to meet client needs.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Substantial experience in providing marketing and servicing support for the insurance needs of personal accounts

Working knowledge of personal lines coverages and services

High aptitude for mathematical calculations including multiplication, division, and percentages

Strong understanding of general insurance accounting, including internal processes related to client invoicing

Proven ability to organize and manage time effectively to meet internal deadlines for the team

Construct and prepare summaries and premium comparisons

Processing supporting endorsements, Certificates, Identification Cards when necessary

Ability to remarket accounts

Understanding company guidelines to help Account Executives place expanded business and remarkets

Understanding of personal lines rating concepts

Strong analytical and problem-solving skills to support the Account Executive in resolving complex account issues

Supports the AE’s understanding of the concept, issues, and overall impact of market pricing

Understanding of risk management concepts (including replacement cost valuations, risk mitigation.) and preparing necessary internal documentation

Ability to compile, analyze, and interpret financial information and data to facilitate the team's decision-making

Demonstrated ability to understand and execute oral and written instructions from the Account Executive and Department Manager

Effectively delegates internal tasks as appropriate

Demonstrated understanding of when to proceed alone with a task and when to involve the Account Executive, Department Manager, or others

Demonstrated interpersonal communication skills and the ability to interact with Associates at all levels of responsibility

Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications

Ability to think critically

Organization and prioritization of work from Account Executives

Ability to communicate effectively and professionally with clients to obtain information

Ability to communicate with company underwriters

Expanded insurance industry knowledge through experience and/or course work

Qualification

Personal lines coveragesInsurance accountingRisk management conceptsAnalytical skillsMicrosoft productsInterpersonal communicationTime managementCritical thinkingOrganization skills

Required

Substantial experience in providing marketing and servicing support for the insurance needs of personal accounts

Working knowledge of personal lines coverages and services

High aptitude for mathematical calculations including multiplication, division, and percentages

Strong understanding of general insurance accounting, including internal processes related to client invoicing

Proven ability to organize and manage time effectively to meet internal deadlines for the team

Construct and prepare summaries and premium comparisons

Processing supporting endorsements, Certificates, Identification Cards when necessary

Ability to remarket accounts

Understanding company guidelines to help Account Executives place expanded business and remarkets

Understanding of personal lines rating concepts

Strong analytical and problem-solving skills to support the Account Executive in resolving complex account issues

Supports the AE's understanding of the concept, issues, and overall impact of market pricing

Understanding of risk management concepts (including replacement cost valuations, risk mitigation) and preparing necessary internal documentation

Ability to compile, analyze, and interpret financial information and data to facilitate the team's decision-making

Demonstrated ability to understand and execute oral and written instructions from the Account Executive and Department Manager

Effectively delegates internal tasks as appropriate

Demonstrated understanding of when to proceed alone with a task and when to involve the Account Executive, Department Manager, or others

Demonstrated interpersonal communication skills and the ability to interact with Associates at all levels of responsibility

Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications

Ability to think critically

Organization and prioritization of work from Account Executives

Ability to communicate effectively and professionally with clients to obtain information

Ability to communicate with company underwriters

Expanded insurance industry knowledge through experience and/or course work

Bachelor's degree in a related field

At least 2 years of progressive experience working for an Insurance Broker in Personal Lines, specifically supporting teams managing high-net-worth clients

Ability to work Full-time (37.5 hours per week)

Authorized to work in the United States

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

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)

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Trends of Total Sponsorships

2023 (1)