Account Executive - Commercial Lines

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

Lockton is seeking a highly motivated, self-starter to join our growing Dallas Commercial Insurance Account Team! As the primary client contact, the Account Executive is focused on effective and successful strategic account management. If you are a service-driven individual with a sales and client support mindset, Apply Today!

• Maintain and enhances Lockton’s relationships with existing clients by executing proactive, creative, and on-going contact initiatives
• Proactively understand 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
• Consult regularly 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
• Oversee issue-resolution between client and the vendor
• Coordinate market selection for new and renewal business on designated accounts
• 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

• Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred)
• Minimum of seven (7) 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
• Ability to travel, as needed/requested
• Legally able to work in the United States

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and…