Senior Account Executive TL

Your Responsibilities

Maintains 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.

• 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 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 assists on all “fee-at-risk” proposals.
• Aids 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.
• 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.

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.
• 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 confidentiality of Client and company information.
• Ability to efficiently organize work and manage time in order 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.