Associate Account Manager Program CSUN Presentation January 31, 2019

Overview About Us The Program Post-Program Industry Exams Rotations Account Teams Post-Program Where We Are Where We’re Going

About Us

Lockton Insurance Brokers Largest privately held, independent insurance broker in the world. 2018 - $1.57B in Revenue 90+ Worldwide Offices Pacific Series: Portland, Seattle, Sacramento, San Francisco, Los Angeles, Encino, Irvine, San Diego We Live Service! OUR MISSION To be the worldwide value and service leader in insurance brokerage, risk management, employee benefits and retirement services

Kristen Darling University of San Diego – Class of 2015 Major: Political Science Minors: English & Economics Why Insurance? Family Connection Competitive Environment Desire to Help

Amelia Coletti Texas Christian University – Class of 2017 Major: Finance Why Insurance? Family Connection Relationship Based Industry Cross-Industry Knowledge Base Insert Pic Here

Associate Account Manager Program

Fully Engaged Associates Award-Winning Service About the Program Program Length: 12 – 18 Months Participants: 4 – 8 AAM’s hired each year Accelerated Program: Account Manager status in 12-18 months vs. 36 months Three Major Components: Industry Exams Rotations Account Team Placement Clients First Fully Engaged Associates Award-Winning Service

Industry Exams AINS – Associate In General Insurance AINS 21 – Property and Liability Insurance Principles AINS 23 – Commercial Insurance Elective Exam AIS – Associate in Insurance Services AIS 25 – Delivering Insurance Services Ethics Exam AU – Associate in Commercial Underwriting AU 60 – Commercial Underwriting Principles AU 61 – Underwriting Commercial Property AU 62 – Underwriting Commercial Liability

Rotations Technical Services Unit (TSU) Risk Management Loss Control Certificates our clients provide to vendors, lenders, landlords, etc. to evidence they are appropriately covered Risk Management Data analysts (Loss Data) Create reports, projections, and models   Loss Control Learn how to mitigate potential losses Ergonomics & safety practices   Lockton Financial Services Management Liability, Professional Liability, Errors & Omissions Team

Account Team Assignments Placed with permanent teams after Labor Day to focus on account management. Focus Areas Renewal Timeline Exposure Analysis & Submissions to Market Proposals to Client Ongoing Account Servicing Build Client Relationships & Book of Business Kristen: Retail, Real Estate, Manufacturing, Law Firms, Fitness Amelia: Oil & Gas, Solar Energy, Video Game, Financial Institution, Transportation

Where We Are (And Where We’re Going)

The Present & The Future Both promoted in June – 12 months after start of program. Amelia 7 Months into Account Management Role Comfortable managing daily communication with clients, carriers, etc. Future Goals: Comfortable presenting renewal proposal to client Account Executive Kristen 3 Years of Account Management in June Working autonomously on renewals and client communication Onboarding new clients Account Executive in the next 12-16 months.