Senior Small Commercial Account Manager

As a Senior Mylo Small Commercial Account Manager, you will help Mylo service the needs of Lockton’s small commercial clients in an innovative and efficient manner. You will help develop and maintain favorable internal and external relationships, positioning Mylo to deliver a superior end-to-end experience for business owners leveraging Mylo’s digital technology.

Our ideal candidate will:

  • Oversee the servicing of a designated book of business in the areas of marketing, claims and administration
  • Coordinate the renewal of current client business from origination to completion; assist in developing and cross-selling of new business
  • Research the root cause of policy-related issues and implement solutions to resolve them
  • Recommend potential enhancements or improvements to processes, products, and/or policies
  • Use discretion and independent judgment when analyzing industry trends and providing relevant client guidance
  • Develop financial models and reports for clients and internal stakeholders, provide interpretation and implication of analysis as well as recommendations
  • Provide consultative advice and strategic planning to clients, including developing, analyzing and recommending changes to coverage plans
  • Engage in client strategy meetings to manage insurance expectations for upcoming term
  • Develop and present coverage plan and renewal terms
  • Assess and interpret exposure information from the client
  • Analyze quotes from carriers to determine appropriate recommendations
  • Interpret and evaluate policy terms to ensure adequate coverage for client’s identified exposures
  • Participate in negotiations with carriers for new and renewal quotes
  • Establish and maintain relationships and interfaces with clients, carriers, and other vendors
  • Research and understand industry trends and government regulations
  • Mentor and train other associates


  • Bachelor’s degree in Business or related field; or equivalent education and work experience.
  • 5-7 years experience with complex commercial property and casualty account management
  • Effective time management skills necessary to prioritize workflow and manage priorities
  • Ability to influence outcomes through professional, tactful negotiation and persuasion
  • Strong analytical and problem-solving skills
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
  • Demonstrated presentation skills (preparation and execution)
  • Ability to compile, analyze and interpret financial information and data to facilitate decision-making
  • Currently licensed for P&C insurance
  • Ability to attend meetings, educational workshops, carrier functions, staff meetings and social events as needed
  • Ability to travel out of town as needed
  • Excellent computer skills and working knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

We'd love you to join our team of inspired, passionate, fun and creative problem solvers! Tell us why you think you'd be a great fit and drop us your resume!

Apply Now!