Account Executive

Full Job Description

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.

Your Responsibilities:

• Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and ongoing contact initiatives
• Proactively understands the requirements and needs of a Client account
• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
• Consult with Clients to review investment options, bender services, fees, strategies, and goals
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
• Reviews and issues profitability assistance on all “fee-at-risk” proposals
• Assists in the establishment and attainment of revenue goals for existing and new business
• Provides input in the development and implementation of policies and procedures, as well as operating and strategic plans within the area of specialty
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
• Oversees issue resolution between the Client and the Vendor
• Coordinates market selection for new and renewal business on designated accounts
• Initiates and duplicates new business report activities
• Generates new business opportunities through cross-selling
• Negotiates program terms and costs
• May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
• Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
• Mentors and trains junior-level staff
• Researches and understands industry trends, product development government regulations
• Performs other responsibilities and duties as needed

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically more than 7 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within the brokerage industry
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of Client and company information
• Ability to efficiently organize work and manage time to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Pay: $105K – $133K a year