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Lockton · 9 hours ago

Assistant Account Manager

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Lockton is a leading insurance brokerage firm, and they are seeking an Assistant Account Manager to support client inquiries and policy-related issues. The role involves providing consultative advice, managing client expectations, and collaborating with senior staff on market submissions.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions

Researches an issues’ root cause, implements, and resolves policy-related issues

Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance

Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans

Engages in limited client strategy meetings to manage insured expectations for upcoming term

Gathers and compiles exposure information from the Client, including compiling loss-run schedules and SOV’s

Establish an expertise in property modeling and exposure evaluation

Participates in negotiations with carriers for new and renewal quotes with oversight

Collaborates with senior staff in selecting new markets for submission and requesting quotes

Helps review new business opportunity information and provides related recommendations to Unit Manager/Account Executive/Producer

Establishes and maintains relationships and interfaces with Clients, carriers, 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

Inputs Client information into data management system, ensuring accuracy and completeness

Generates materials for Client presentations and meetings

Creates and sends compliance communications as needed

Performs other responsibilities and duties as needed

Qualification

Microsoft Office SuiteCPCU certificationARM certificationVerbal communicationInterpersonal communication

Required

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

Legally able 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)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)