Account Manager

Lockton Companies; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Lockton Companies in Atlanta, GA seeks an Account Manager to be the primary service contact for an assigned book of business within Private Equity clients, coordinating with clients and carriers to deliver high-quality service.

You will implement new client launches, manage service schedules, and conduct client meetings, while developing proposals and maintaining strong relationships across multiple stakeholders. The role emphasizes AI proficiency and client-focused solutions.

Qualifications

• Bachelor’s degree in a business-related field or equivalent experience in the insurance industry.
• At least 3 years’ experience in the insurance industry, specifically in the D&O, Cyber, Management Liability area.
• Demonstrated professional negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft Office products (Word, Excel, Outlook, PowerPoint, Access).
• Demonstrated presentation skills and ability to organize and deliver client meetings.

Responsibilities

• Serve as the primary service contact for an assigned book of business and build relationships with clients and carriers.
• Implement new client launches including carrier involvement, communications campaigns, and timelines.
• Develop and execute service schedules, coordinate questions with clients and carriers, and conduct surveys.
• Meet with clients as needed and present marketing efforts and initiatives.
• Review agreements and documents such as employee booklets and carrier contracts.
• Explain new benefit offerings and communication strategies to clients.

Skills

Negotiation skills

Presentation skills

Project management

Customer service

Vendor management

Financial acumen

Education

Bachelor’s degree in business or related field

Equivalent insured industry experience

Tools

Microsoft Office Suite

Job description

Atlanta, Georgia, 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.

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers supporting Private Equity business.

Responsibilities

• Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
• Conducts all marketing efforts as assigned by unit.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.

Develops prospective client proposals.

Qualifications

Requirements

• Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
• At least 3 years’ experience in the insurance industry, specifically in the D&O, Cyber, Management Liability area is required.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Good working knowledge of financial arrangements and products available to clients.

AI Proficiency Required: Intermediate: candidates should be able to:

• Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
• Validate AI-generated outputs for accuracy and appropriateness.
• Apply sound judgment regarding data privacy, security, and regulatory requirements.
• Identify opportunities to improve team effectiveness through responsible use of AI.

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.