Lockton Companies
Senior Account Manager- Technology
Lockton Companies, San Francisco, California, United States, 94199
San Francisco, California, United States of America
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.
About the Position At Lockton, independence fuels excellence. As a privately held company, Lockton empowers over 13,100 Associates across 155+ countries to focus solely on delivering exceptional results for our clients, our communities and each other.
What Associates Love About Lockton:
Career Growth: Paid training and professional development opportunities
Family Support: 12-week paid parental leave
Community Impact: Strong emphasis on volunteering and local involvement
Recognition: Generous rewards, including a Rolex for 10-year anniversaries.
The Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Position responsibilities
Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
Researches an issues’ root cause, implements, and resolves policy-related issues
Recommends potential enhancements or improvements to processes, products, and/or policies
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and presents coverage plan and renewal terms to Client
Assesses and interprets exposure information from the Client
Analyzes quotes from carriers to determine appropriate recommendations
Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
Participates in negotiations with carriers for new and renewal quotes
Collaborates with senior staff in selecting new markets for submission and requesting quotes
Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Researches and understands industry trends and government regulations
Mentors and trains junior-level staff
Perform other work-related duties as assigned
#LI-DA2
Qualifications Position qualifications
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically, three or more years of Client services experience is required
Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong attention to detail required
Understands industry trends and governmental regulations
Ability to attend industry training sessions
Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
Organizational and time management skills to prioritize heavy workloads to meet time‑sensitive deadlines
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
Ability to work outside of regular business hours
Ability to travel by automobile and aircraft and be away from home more than one day and night
Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long‑term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job‑related knowledge, experience, education, certifications, and skills.
Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.
About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
#J-18808-Ljbffr
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.
About the Position At Lockton, independence fuels excellence. As a privately held company, Lockton empowers over 13,100 Associates across 155+ countries to focus solely on delivering exceptional results for our clients, our communities and each other.
What Associates Love About Lockton:
Career Growth: Paid training and professional development opportunities
Family Support: 12-week paid parental leave
Community Impact: Strong emphasis on volunteering and local involvement
Recognition: Generous rewards, including a Rolex for 10-year anniversaries.
The Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Position responsibilities
Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
Researches an issues’ root cause, implements, and resolves policy-related issues
Recommends potential enhancements or improvements to processes, products, and/or policies
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and presents coverage plan and renewal terms to Client
Assesses and interprets exposure information from the Client
Analyzes quotes from carriers to determine appropriate recommendations
Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
Participates in negotiations with carriers for new and renewal quotes
Collaborates with senior staff in selecting new markets for submission and requesting quotes
Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Researches and understands industry trends and government regulations
Mentors and trains junior-level staff
Perform other work-related duties as assigned
#LI-DA2
Qualifications Position qualifications
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically, three or more years of Client services experience is required
Demonstrates strong working knowledge and experience within brokerage/commercial insurance industry
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong attention to detail required
Understands industry trends and governmental regulations
Ability to attend industry training sessions
Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
Organizational and time management skills to prioritize heavy workloads to meet time‑sensitive deadlines
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
Ability to work outside of regular business hours
Ability to travel by automobile and aircraft and be away from home more than one day and night
Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long‑term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job‑related knowledge, experience, education, certifications, and skills.
Equal Opportunity Statement Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.
About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
#J-18808-Ljbffr