Associate Account Manager - Real Estate

Lockton; Seattle (WA); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton is seeking an Associate Account Manager for their Real Estate team in Seattle. This role involves providing Enterprise Risk Management and supporting client success in a dynamic real estate environment.

The candidate will be responsible for consultative risk advice, managing client communications, and assisting with risk analysis and strategy. Strong knowledge of Microsoft Office and excellent communication skills are essential for this position.

Qualifications

• Strong knowledge of Microsoft Office Suite required.
• Strong verbal and interpersonal communication skills are necessary.
• Legally eligible to work in the United States.

Responsibilities

• Provides Enterprise Risk Management and Analysis.
• Offers consultative risk advice to commercial clients.
• Engages in client strategy meetings to manage expectations.

Skills

Microsoft Office Suite (Outlook and Excel)

Verbal and interpersonal communication skills

Education

CPCU & ARM certification

Tools

Office equipment

Job description

Responsibilities

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.

• 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