Account Manager - Private EquityLockton Companies • Houston, United States of America
Account Manager - Private Equity
Lockton Companies • Houston, United States of America
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
- Take ownership of a portfolio of private equity clients, ensuring exceptional service and strategic guidance throughout the policy lifecycle.
- Lead coordination of coverage placements, renewals, and negotiations with carriers, leveraging market insight to deliver optimal solutions.
- Lead preparation and delivery of submission documentation, marketing materials, program summaries, premium comparisons and client presentations, ensuring clarity and impact.
- Analyze complex exposure data and loss histories to inform underwriting strategies and risk management recommendations.
- Audit policies, endorsements, and binders with precision, ensuring compliance and accuracy at every stage.
- Support team with contract and policy reviews.
- Bind coverage under the direction of the Account Executive or Team Lead.
- Serve as the primary point of contact for client inquiries, resolving issues with confidence and professionalism.
- Monitor industry trends, regulatory changes, and emerging risks to proactively advise clients and anticipate needs.
- Manage invoicing processes and compliance communications, including coordination with Surplus Lines and internal teams.
- Guide and mentor junior team members, fostering collaboration and knowledge sharing.
- Drive process improvements and contribute to strategic initiatives that enhance client experience and operational efficiency.
- Take ownership of additional projects and responsibilities as assigned by leadership.
- Bachelor’s degree in Insurance, Risk Management, Business, or related field (preferred).
- Minimum of 2+ years of experience in commercial insurance, underwriting, or risk management, with demonstrated success in client-facing roles.
- Working knowledge of Microsoft Office Products.
- Strong understanding of commercial lines and casualty coverages; prior brokerage experience preferred.
- Exceptional organizational and leadership skills with the ability to manage multiple priorities under pressure.
- Advanced analytical and problem-solving abilities to address complex client challenges.
- Professional presence with outstanding communication and negotiation skills.
- Tech-savvy and quick to adapt to new systems and processes.
- A proactive, solutions-oriented mindset with a commitment to continuous improvement.
- Ability to work independently while leading collaborative efforts across teams.
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
- Willingness to travel and work outside standard business hours when necessary.
- Legal authorization to work in the United States.
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Account Manager - Private Equity • Houston, United States of America
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