Associate Account Manager - Real Estate

Seattle, Washington, United States of America

We are looking for an Associate Account Manager to join our Real Estate team in Seattle. The role involves supporting client success, driving account growth, and contributing to a dynamic and fast‑paced real‑estate environment.

• Provides Enterprise Risk Management and Analysis, including financial, operational, product, property, environmental, and human capital risk analysis.
• Provides consultative risk advice to commercial clients, including production, analysis, and recommendations for changes to insurance coverage.
• Real‑time problem solving and client guidance.
• Respond to client inquiries, maintaining documentation of communications, existing issues, and issue resolutions.
• Engages in limited client strategy meetings to manage expectations and coordinate strategy for the upcoming year.
• Gathers and compiles risk exposure information from the client into the data management system, ensuring accuracy and completeness.
• Establish 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.

• Strong knowledge of Microsoft Office Suite (Outlook and Excel).
• Strong verbal and interpersonal communication skills.
• 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.

Lockton Companies is proud to provide everyone an equal 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 recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital to our long‑term success.

We offer industry‑leading health insurance and additional options to support overall health and wellbeing.