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Full-time
professional certificate
Posted 40d ago
~40 hrs/week
Responsibilities
The role involves providing enterprise risk management and consultative insurance advice to commercial real estate clients. Responsibilities include managing client documentation, coordinating strategy meetings, and collaborating with underwriters to secure coverage.
Requirements
Candidates must possess strong interpersonal communication skills and proficiency in Microsoft Office Suite. The ability to pursue CPCU and ARM certifications and travel as needed is required.
Full job description
We're looking for an Associate Account Manager to join our Real Estate team in Seattle. 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.
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
Qualifications:
• 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
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US