Associate Account Manager - Real Estate

Lockton Inc

Seattle, WA

JOB DETAILS
SKILLS
Analysis Skills, Capital Analysis, Customer Relations, Customer Support/Service, Customer/Client Research, Data Analysis, Data Management, Data Modeling, Documentation, Estate Management, Financial Operations, Human Capital, Insurance, Negotiation Skills, Problem Solving Skills, Real Estate, Resolve Customer Issues, Risk, Risk Analysis, Risk Management, Sales Management, Sales Presentation, Sales Prospecting, Underwriting
LOCATION
Seattle, WA
POSTED
5 days ago

Were 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.

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

About the Company

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Lockton Inc