Lockton Companies is Hiring for Account Manager- Technology

Account Manager, Technology — Lockton Companies (San Francisco, CA)

Lockton Companies is hiring a Technology Account Manager to support a growing client portfolio in San Francisco. This full-time, hybrid role focuses on delivering reliable service to commercial clients, coordinating coverage, and ensuring accurate, timely execution across marketing, claims, and administration. If you excel at details, communication, and client stewardship within insurance brokerage, this opportunity aligns well.

Company Overview

Lockton Companies is the world’s largest privately held, independent insurance broker. Since 1966, its independence has supported client-focused decision-making and a culture of service. Today, 13,100+ Associates do business in more than 155 countries, advising organizations on protecting people, property, and reputations while helping them achieve business objectives.

Role Summary

As an Account Manager on the Technology team, you will service a designated book of business, act as a primary contact for client inquiries, and coordinate implementation and renewals with carriers. You’ll audit quotes and endorsements, maintain accurate exposure data, and support marketing, compliance communications, billing reconciliation, and client presentations. The role requires strong organization, stakeholder communication, and familiarity with brokerage workflows and systems.

Key Responsibilities

• Service a defined book across marketing, claims, and administration.
• Respond to client inquiries and document issues, actions, and resolutions.
• Set up new lines of coverage, collect documentation, and review plan details with clients and carriers.
• Validate exposure information; review loss runs and client stratifications for accuracy.
• Request, track, and organize new and renewal quotes; coordinate with senior staff on negotiations.
• Audit quotes, binders, and endorsements; request changes and bind coverage under direction as needed.
• Process audits and prepare audit analyses; complete policy checks upon receipt.
• Maintain specifications, applications, and summaries to reflect in-year changes.
• Produce client-facing materials and compliance communications; support new business data gathering.
• Collaborate with producers and accounting on collections and billing discrepancies.

Ideal Profile

• Bachelor’s degree in Business Administration or related field, or equivalent experience.
• Two or more years of client services experience; brokerage/commercial insurance background preferred.
• Proficiency in Microsoft Word, Outlook, Excel, and PowerPoint; strong attention to detail.
• Understands industry trends and regulations; committed to continued insurance education as needed.
• Excellent organization and time management to meet deadlines across a heavy workload.
• Strong verbal, written, and interpersonal skills; maintains confidentiality and professionalism.
• Ability to travel by car and air as needed; legally authorized to work in the U.S.

Compensation, Schedule, And Location

Salary: $81,000–$102,000 USD. Schedule: Full-time. Workplace: Hybrid. Location: San Francisco, CA (West Series business unit). Lockton highlights professional development and a community-minded culture, with benefits that support overall wellbeing.

• Growth and advancement opportunities, including paid training and development.
• 12-week paid parental leave.
• Emphasis on community involvement and wellness events.
• Long-tenure recognition (e.g., Rolex at 10-year anniversary for U.S. Associates).

How To Apply

Ready to be considered? Submit your application via Lockton’s careers page: Apply here.

Final Thoughts

This Account Manager role is a strong fit for detail-oriented insurance professionals who thrive in client-facing work and cross-team coordination. If it aligns with your experience and goals, consider applying to take the next step.

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