What are the responsibilities and job description for the Associate Account Manager - Real Estate position at Lockton?
Your Responsibilities
We're looking for an Associate Account Manager to join our Real Estate team in Denver. 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
Qualifications:
We're looking for an Associate Account Manager to join our Real Estate team in Denver. 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