Account Executive

Your Responsibilities

Maintain and enhances Lockton’s relationships with existing clients by executing proactive, creative, and on-going 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.
Regularly consult with clients to review large claims, abnormal utilization results, and monthly claims experience.
Assist in the establishment and attainment of revenue goals for existing and new business.
Provide input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty.
Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
Coordinate issue-resolution between client and the vendor.
Initiate new business report activities.
Generate new business opportunities through cross-selling.
Negotiate program terms and costs.
Assist with the coordination of day-to-day administrative activities among those servicing the client’s account.
Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge.
Mentor and train junior-level staff.

Qualifications

• Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred)
• Minimum of five (5) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience
• In-depth knowledge of casualty coverages and policy language
• Completed CPCU, CRIS or other industry specific designations (preferred)
• Working knowledge of Microsoft Office Products (Word, Outlook, Excel, and PowerPoint)
• Excellent verbal and written communication skills, including the ability to successfully present data
• Ability to understand and utilize industry-specific trends and governmental regulations
• Focused on personal and team development with the ability to complete continuing education requirements as needed
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Strong organizational, multi-tasking and negotiation skills
• Flexibility to work outside of normal business hours to effectively service client and/or business needs
• Likely to travel, as needed/requested
• Legally able to work in the United States