Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.
Position Responsibilities
• Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.
• Proactively understands the requirements and needs of a client.
• 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.
• Consults with Clients to review options, vender services, fees, strategies, and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• 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
• May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services.
• Negotiates program terms and costs.
• Mentors and trains junior-level staff
• Researches and understands industry trends, product development government regulations.
• Operate effectively in a team environment, collaborating with colleagues to achieve common goals.
• Performs other responsibilities and duties as needed.
Position qualifications
• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically, 7+ years of Client services experience is required
• Minimum of five years of working knowledge of commercial property and casualty coverages and services required
• At least three years of experience marketing and servicing the insurance needs of commercial accounts required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Demonstrates professional, tactful negotiation and persuasion skills to achieve objectives.
• Demonstrates strong working knowledge and experience within the brokerage industry
• Understands industry trends and governmental regulations
• Ability to attend industry training sessions company as required
• Strong attention to detail required
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Legally able to work in the United States
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