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Associate Account Executive- Real Estate

Beaver Center, United States

Working at Lockton

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.

Business unit
West Series
Salary
$97,000-$115,000
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities

The Associate Account Executive is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner. This position will service and market the needs of Lockton clients to maximize company revenue and shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

Position responsibilities

When acting in the Associate AE Role the individual will be responsible for the following duties with oversight from a senior level AE:
  • Create with the Account Executive a business strategy, including feasibility studies, financial modeling, identification of coverage needs, carrier market identification and service needs
  • Identification of the team who will be overseeing the client project or account through discussions within the business unit
  • Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients
  • Coordinate marketing strategies and selection for prospects and existing business, and maintain communication with the account team during the entire marketing process to protect current business and secure new business
  • Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client
  • Coordinate the team in terms of delivery of services for the client
  • May assist collection supervisor and Producer in collection efforts
  • Responsible for the preparation and delivery of client reports, including quarterly or annual stewardship reports where provided for our clients
  • Accumulate required continuing education credits to maintain current insurance license
  • Perform tasks not assigned to the Account Administrator or Account Manager
  • Partner with the service team, including the Account Administrator and Account Manager
  • Coordinate initial account communication directly with Owner (client) and/or GC, review and affirm the Project Insurance Manual to Contract Documents, processes for enrollment and bidding instruction, and provide project documentation to the client and their GC such as Sample Contractual Language, Bid Packets, PIM templates or other similar information to minimize the workload of the client and their project team
  • Provides and works with the Account Executive on contract and lending reviews; documents such as PSAs, Crane Swing Agreement, Easements, Lending requirements, or other contracts related to their construction
  • Oversee the CIP Administration process from kick-off to close-out including participation in project conference calls, kick-off meeting. Ensure compliance to the services provided for in any Lockton Service Agreement. Works with the CIP and Account Administrator to obtain contractor deductions, close out information for audits and provide project reports to the client
  • Support the CIP Administration from a carrier and coverage perspective by answering coverage or contractor/subcontractor inquiries
  • Oversees the Program/Project Administration during the course of construction.
  • Keep abreast of market conditions and new products

When acting in the AM role the individual shall be responsible for the following:

Perform the following tasks for the marketing of current client business with appropriate assistance/supervision from the Account Executive, Unit Manager, or Department Manager:
  • Provide for notice and involvement of Producer in primary communications such as binding, extensions, or changes in policy terms where an Account Executive is not involved
  • Prepare as is deemed needed exposure checklist(s) / risk matrix / analyses
  • Create/update coverage specifications
  • Deliver/present submissions to markets and participate in negotiations
  • Review quotes and prepare proposal
  • Participate in renewal presentation to client
  • Bind coverage with underwriters prior to expiration
  • Prepare bind order/instructions for order to company
  • Prepare summaries, complete final policy checks, and close items to discuss
The following responsibilities apply to the individual when acting in either role:
  • Analyze situations, identify problems, recommend solutions, and evaluate outcomes.
  • Respond in a timely manner to the requests and needs of clients and Lockton associates
  • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
  • Communicate in a positive manner to contribute to a cohesive, pleasant work environment. Motivate, instruct, and promote teamwork and associate development
  • Make decisions in compliance with established Lockton standards of quality performance and service
  • Attend company and department meetings, position-related seminars/classes, carrier functions, and social events as required
  • Coordinates the utilization of all appropriate resources on team to address client needs
  • Creates and communicates teams’ goals that are aligned to corporate imperatives and ensures milestones are being met by team
  • Conducts, communicates, and submits annual performance reviews in a timely manner
  • May be responsible for budgetary planning and adherence
  • Perform other work-related duties as assigned
Qualifications
Position qualifications
  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, five or more years of Client services experience is required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong attention to detail required
  • Understands industry trends and governmental regulations
  • Ability to attend industry training sessions
  • Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
  • Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
  • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
  • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
  • Ability to travel by automobile and aircraft and be away from home more than one day and night
  • Ability to work outside of regular business hours
  • Legally able to work in the United States

This position may be eligible for annual discretionary bonus consideration.

Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.

PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.

This posting has been anticipated to close on 09-27-2025 . Submit your application by clicking on the Apply Now button.
Equal Opportunity Statement

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 believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth 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.


No Agencies Please

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.

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Life at Lockton
September 24, 2025
Lockton Named One of...
Lockton is proud to be recognized as one of Glassdoor’s Best-Led Companies of 2025, a list that honors leadership teams who are redefining the employee experience. This elite recognition is based entirely on voluntary and anonymous employee reviews, making it a true reflection of how Lockton Associates perceive leadership across the company. Glassdoor’s selection highlights companies whose leaders: Embody the company’s mission and culture Communicate transparently, especially in times of uncertainty Remain accessible and visible to their teams Prioritize employee well-being At Lockton, leadership is more than strategy; it’s about showing up for our people. In Associates reviews, our leaders are consistently described as approachable, high-quality, supportive, and genuinely caring. Lockton is a place that truly empowers its people to innovate and create. The company operates with strong foundational values and moves with impressive speed and agility. The leadership team, along with colleagues across the board, brings genuine energy, passion, and care to everything they do. It’s an environment where you feel supported and inspired. -Glassdoor review by a current Associate Our caring culture starts at the top. Ron Lockton, Chairman and CEO, holds a 96% approval rating on Glassdoor, a reflection of his authentic leadership style and unwavering commitment to Lockton’s people-first culture. The leadership team at Lockton is truly inspiring. Their guidance, approachability, and commitment to employees' well-being create a positive atmosphere where everyone feels motivated to contribute their best. -Glassdoor review by a former Associate This honor follows another major milestone earlier this year, when Lockton was named a Best Managed Company by Deloitte for the fifth consecutive year—further validating our commitment to operational excellence, strategic vision, and a culture that puts people first. Lockton is honored to be among the 50 companies setting the standard for exceptional leadership.
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Lockton is proud to be recognized by Seramount as one of the 100 Best Companies for 2025, an honor that reflects our commitment to supporting working parents and fostering a family-friendly culture. This marks our first appearance on the list, which evaluates companies based on benefits, flexibility, and career support for employees balancing work and family life. “Our people are our greatest asset,” said Stephanie Robinson, Lockton’s Chief Diversity Officer. “We’re intentional about creating an inclusive, forward-thinking environment where Associates—especially those who are parents—can grow professionally while enjoying meaningful time with their families.” Comprehensive Support for Growing Families We are committed to supporting Associates as they grow their families – no matter how. We offer generous paid parental leave for birth, adoption, or surrogacy, along with adoption reimbursement. We also partner with a leading family health platform that provides 24/7 virtual care, fertility support, and personalized guidance to help Associates navigate every stage of their family journey. Helping Parents Return to Work with Confidence We support new parents with benefits that ease the transition back to work. Nursing mothers who travel have access to breast milk shipping services, and all Associates can access caregiver resources and work with their managers to create flexible schedules that support both personal and professional goals. Supporting Parents as They Grow Their Careers We believe parenthood should never be a barrier to professional growth. That’s why we offer continued support for parents returning to the workplace. Our Families@Work Associate Resource Group provides a strong community, helpful resources, and peer support to help parents navigate work-life balance. We also offer mentorship opportunities to ensure parents feel empowered in their careers and supported in their development. Lockton is proud to be recognized among those setting the standard for inclusive and supportive workplaces. If you're seeking a company that values balance, flexibility, and personal growth, Lockton could be the right fit for you.
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We've done it again! For the 17th consecutive year, Lockton has been named one of the Best Places to Work in Insurance. This recognition reflects our ongoing commitment to creating a workplace where Associates feel empowered, supported, and inspired to thrive personally and professionally. As a family-owned company, our independence allows us to invest in what matters most: our people. Our award-winning culture is built on inclusion, wellness, growth, and purpose, and it's shaped every day by our incredible Associates and leadership. From generous benefits to long-term career development, Lockton fosters a stable, innovative, and people-first environment. A culture of empowerment and inclusion Whether you're just starting your career or are a seasoned professional, we provide the tools and support to help you grow—professionally and personally. Our culture is rooted in authenticity, inclusion, and empowerment. Associates are encouraged to bring their whole selves to work, and the company actively supports this through Associate Resource Groups, DEI Councils, and inclusive leadership initiatives. Making a real impact Our people-centered culture shines through in the everyday experiences of our Associates. Whether through volunteering initiatives, mentorship programs, or leadership development, we encourage our people to pursue purpose alongside performance. Our commitment to impact goes beyond business—it's about creating space for individuals to thrive and give back in ways that matter most to them. Work-life balance and best-in-class benefits We understand that life doesn't stop when work begins. With flexible work arrangements, industry-leading health insurance, wellness programs, and a strong emphasis on mental health, we ensure that Associates can maintain a healthy balance. Career growth and development From early career programs to leadership development, we invest heavily in our people. Associates have access to professional training, mentorship, and global opportunities across more than 140 offices worldwide. The entrepreneurial spirit at Lockton means our people are empowered to innovate, lead, and make a real impact. Join a company that puts people first If you're looking for a workplace that values your voice, supports your growth, and celebrates your individuality, look no further. Explore opportunities and discover what makes life at Lockton so special. About Best Places to Work Best Places to Work in Insurance, an annual feature presented by Business Insurance and Best Companies Group, lists the agents, brokers, insurance companies, and other providers with the highest employee engagement and satisfaction levels. Best Companies Group identifies the leading employers in the insurance industry by conducting a free two-part assessment of each company. The first part is a questionnaire completed by the employer about company policies, practices, and demographics. The second part is a confidential employee survey on engagement and satisfaction.

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