Associate Account Executive

The Mountain West Series of Lockton Companies is looking for entrepreneurial-minded individuals to join our growing Commercial Insurance team. Be a part of an exceptional company voted “Best Places to Work in Insurance” eleven years running.

If you are innovative, passionate about delivering excellent client service, excel as a strategic partner, and thrive in a collaborative environment, Lockton would like to hear from you!

Position responsibilities

• The Associate Account Executive 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 will service and market the needs of Lockton clients to maximize company revenue and shall also develop and maintain favorable internal and external relationships providing the highest level of customer service by meeting or exceeding industry standards
• When acting in the Associate AE Role the individual will be responsible for the following duties with oversight from a Senior Level AE:
• Create with the Account Executive a business strategy, including feasibility studies, financial modeling, identification of coverage needs, carrier market identification and service needs
• Identification of the team who will be overseeing the client project or account through discussions within the business unit
• Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients
• Coordinate marketing strategies and selection for prospects and existing business, and maintain communication with the account team during the entire marketing process to protect current business and secure new business
• Coordinate the team in terms of delivery of services for the client
• Responsible for the preparation and delivery of client reports, including quarterly or annual stewardship reports where provided for our clients
• Accumulate required continuing education credits to maintain current insurance license
• Coordinate initial account communication directly with Owner (client) and/or GC, review and affirm the Project Insurance Manual to Contract Documents, processes for enrollment and bidding instruction, and provide project documentation to the client and their GC such as Sample Contractual Language, Bid Packets, PIM templates or other similar information to minimize the workload of the client and their project team
• Provides and works with the Account Executive on contract and lending reviews; documents such as PSAs, Crane Swing Agreement, Easements, Lending requirements, or other contracts related to their construction
Oversee the CIP Administration process from kick-off to close-out including participation in project conference calls, kick-off meeting. Ensure compliance to the services provided for in any Lockton Service Agreement. Works with the CIP and Account Administrator to obtain contractor deductions, close out information for audits and provide project reports to the client

Position qualifications

• The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent
• Typically, more than eight years of Client services experience is required
• 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
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Ability to work outside of regular business hours
Legally able to work in the United States

This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.

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 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

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.