Account Executive

Description: * 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 * 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 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 * 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 * 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 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 * Legally able to work in the United States Additional Information * Maximum Salary : US Dollar (USD) 155,000 * Minimum Salary: US Dollar (USD) 105,000

Created: 2025-03-03