Lockton Jobs in Usa

The Account Administrator works within the client service team to ensure accuracy of information and manage workflows and processes. Provides administrative and client support to the Commercial Insurance Department.

Position Responsibilities

• Receive emails and calls from carriers/lenders/clients and Lockton associates as the first line of contact for client service
• Create, modify, and ensure accuracy of Client Profile Information
• Ensure accuracy and timeliness of Surplus Lines Filings and determination of what filings are needed
• Create and Maintain Client Claims Manual
• Manage Incoming Client/Carrier Correspondence and Review/Decide Appropriate Action
• Initiate, Guide Renewal Service Cycle and Ensure TimeLine is Met
• Gather and Review Renewal Information from Client
• Ensure proper filing of client/carrier correspondence within Document Management System
• Manage Policy E-delivery to Client
• Review, file, and process all client specific new mail
• Ensure proper filing of client/carrier/internal correspondence, policy documents, etc. in document management system per P&C guidelines
• Track/Reconcile and ensure accuracy of incoming and outgoing client premium, invoices, and work with appropriate internal specialist teams to correct accounting issues or to decide best approach for differing situations
• Check audits for accuracy, process, send instructions for invoicing and determine when to confer with AE/AM regarding concerns
• Execute all changes for policies, monitor for receipt and accuracy of endorsements, maintain accuracy of client exposures information when making endorsement requests, and ensure invoicing is accurate and completed in a timely manner
• Provide premium breakdowns/premium summaries, as requested
• Manage client/account team/carrier/internal Lockton team associates' expectations regarding workflows, special projects
• Ensure appropriate information provided for completion of policy checks for policy checking team
• Work with team to update and ensure accuracy of proposals/summaries/final and accepted proposal
• Ensure accuracy regarding client information in systems
• Review incoming client certificate requests and provide instructions for processing
• Work with client to ensure carrier applications are completed
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Comply with Lockton's policies and procedures, including appropriate documentation
• Attend education workshops, and carrier functions, when requested
• Perform other work-related duties as assigned

Position Qualifications

• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• General understanding of commercial property and casualty coverages preferred
• Company or agency experience in commercial insurance services desired
• Understanding of commercial rating concepts preferred
• 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 manner
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• High aptitude for accuracy in mathematical calculations
• Strong attention to detail required
• Understands industry trends and governmental regulations
• 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
• Legally able to work in the United States

About Cascade AI 

Cascade AI is an agentic AI company for employee support, purpose-built for HR and the employees they serve. Our suite of specialized AI agents is transforming how enterprises operate—redefining how employees engage with HR and how HR teams work at scale. 

Employee-facing agents handle Q&A, benefits decision support, leave planning, onboarding, and offboarding, while HR-team-facing agents drive operational excellence through people analytics, leave management, benefits contract integrity reviews, and more. By automating complex, high-impact HR processes, Cascade AI enables organizations to elevate the employee experience while unlocking new levels of efficiency, accuracy, and speed for HR. 

We’ve raised $5.4M led by Gradient Ventures, Google’s AI fund, and have forged strategic partnerships with Microsoft and Google. We are already live with large customers, including Fortune 100 organizations, and have validated early product-market fit across multiple sales channels and industries. 

Co-founded by two former Microsoft AI engineers, Cascade AI offers the rare opportunity to shape the storytelling of agentic AI in the enterprise - defining a new category and building a brand from the ground up. We are entering our next stage of growth and seeking our first Head of Marketing to lead this charge. 

The Role 

We’re looking for a Strategic Sales & Partnerships Lead to drive new revenue and scale our partner ecosystem. You’ll own the full sales cycle—from sourcing and closing direct deals to managing and activating partnerships that expand Cascade’s reach.

You’ll work closely with the CEO, Head of Sales, and Marketing to accelerate growth through direct sales and strategic alliances.

What You'll Do

• Close New Business: Drive full-cycle sales for enterprise and mid-market opportunities.
• Activate Partnerships: Run partner demos, joint pitches, and field engagements to drive revenue through existing channels.
• Develop New Partnerships: Identify and activate new partnerships across PE firms, consulting groups, and cloud ecosystems (Azure, Google).
• Manage and Grow Existing Partners: Deepen relationships with key partners (Lockton, Mercer, etc.), align on goals, and track joint outcomes.
• Run Partner QBRs: Own quarterly reviews and ensure alignment on pipeline, co-marketing, and success metrics.
• Collaborate with Marketing: Partner on sales enablement, joint events, webinars, and channel content syndication to amplify reach.
• Shape GTM Partnership Strategy: Help define Cascade’s go-to-market channel and partnership strategy with Cascade GTM leadership team by leveraging your experience working with PE firms, benefits brokers, consultancies, and cloud ecosystem partners to identify scalable revenue opportunities.

About You

• 3–5+ years of experience in enterprise sales, partnerships, or business development, ideally in SaaS, AI, or HR Tech.
• Proven track record of closing new business and scaling revenue through partnerships or indirect channels.
• Skilled at building executive relationships and navigating complex partner ecosystems.
• Comfortable operating in a fast-moving startup environment and rolling up your sleeves.
• Strong communicator with the ability to translate technical value into business outcomes.

Success Looks Like

• Closed new customers directly and through partner channels.
• Activated new partnerships generating pipeline and revenue.
• Deepened existing partner relationships, with joint events and measurable co-sell activity.

Now Hiring: Employee Benefits Sales Consultant

Phoenix, AZ | Full-Time | Professional Services (Benefits / Advisory / Insurance)

Our client, a top-tier national professional services provider, is looking for a high-performing Outside Sales Rep to drive new business across their rapidly growing markets.

This is a unique opportunity to sell without territory restrictions, collaborate with seasoned practitioners, and grow within a team that's investing in your long-term success.

What You’ll Do:

• Book 50+ qualified prospect meetings per year
• Drive activity: Client touches (calls, emails, drop-ins, social media) to secure first meetings
• Strategic prospecting and uncovering high-value opportunities that drive real growth
• Partner with experienced producers on joint-selling engagements

Qualifications

Must-Haves:

• 2–5 years of industry or adjacent experience (benefits, insurance, PEO, payroll, HR tech)
• Proven ability to build a book of business
• High activity, self-motivated, and persistent
• Based in a market with practitioner support

Preferred:

• Early-stage producers with Broker of Record experience
• B2B sales rockstars with a team-player mindset
• Experience at major firms like USI, Lockton, or Gallagher

Why Join Our Client's Team?

• Sell nationally, no territory limits!!
• Competitive Base + Uncapped commission
• Hefty annual investment per rep in sales tools (SalesLoft, sales intelligence)
• Cash bonuses instead of delayed equity
• Collaborative culture + robust service team support
• Clear path to leadership within 3–10 years

Apply today to join a team where you’re seen, supported, and set up to win.

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