PRS Client Executive

Your Responsibilities

Generates new business opportunities through cross-selling
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
Works at a strategic level with large and complex Clients
Generates revenue from cross-selling
Proactively understands the requirements and needs of a Client account
Provides 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
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
Reviews and issues profitability
Assists 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 and operating and strategic plans within area of specialty
Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
Oversees issue-resolution between Client and the Vendor
Initiates and duplicates new business report activities
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

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 brokerage industry
• Understands industry trends and governmental regulations
• Able to complete continuing education requirements as needed
• Able to attend company, department, and team meetings as required, including industry training sessions
• Able to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Able to efficiently organize work and manage time to meet deadlines
• Able to work on a computer for a prolonged amount of time
• Able to work outside of normal business hours as needed