Apply on Employer Site

Lockton · 1 day ago

Assistant Account Manager - Private Equity

Houston, TX

Full-time

Hybrid

Entry Level

1+ years exp

Lockton is a leading insurance brokerage firm, and they are seeking an Assistant Account Manager to manage a dynamic portfolio of private equity clients. The role involves collaborating with Account Executives, executing administrative functions, and supporting underwriting and risk assessment activities.

Auto InsuranceInsuranceRisk Management

No H1B

Responsibilities

Collaborate with Account Executives and Producers to manage a dynamic portfolio of private equity clients

Execute administrative and service functions with accuracy and urgency, ensuring seamless delivery under tight timelines

Coordinate implementation of new coverage lines, including account setup, documentation collection, and plan review

Gather and analyze exposure data, loss runs, and stratifications to support underwriting and risk assessment

Assist with securing competitive new and renewal quotes from carriers

Audit policies, binders, and endorsements with meticulous attention to detail to ensure accuracy and compliance

Maintain updated specifications and summaries throughout the policy lifecycle

Bind coverage under the direction of senior team members and manage invoicing processes with precision

Research industry trends and regulatory changes impacting private equity clients, demonstrating curiosity and proactive thinking

Process Certificates of Insurance and Auto ID renewals promptly while managing day-to-day client requests with a service-first mindset

Support contract and policy reviews, contributing to risk mitigation strategies

Take ownership of additional projects and responsibilities as assigned by leadership

Qualification

Commercial insurance experienceUnderwriting knowledgeRisk management expertiseMicrosoft Office proficiencyAnalytical skillsProactive mindsetOrganizational skillsTime managementCommunication skillsTeam collaboration