Family Office Account Executive -Private Risk

Family Office Account Executive - Private Risk

Kansas City, Missouri, United States of America

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 part of our caring culture,
you belong here.

• Maintain and enhance Lockton’s relationships with existing clients through proactive, creative, and ongoing contact initiatives.
• Understand the requirements and needs of client accounts proactively.
• Provide strategic planning and consulting advice, including preparing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, and preparing client reports with recommendations.
• Consult with clients on investment options, vendor services, fees, strategies, and goals.
• Review large claims, abnormal utilization results, and monthly claims experience regularly with clients.
• Review and assist in profitability analysis on all "fee-at-risk" proposals.
• Assist in establishing and attaining revenue goals for existing and new business.
• Contribute to the development and implementation of policies, procedures, and strategic plans within your area of expertise.
• Develop and maintain strong working relationships with carriers, broker networks, and other providers.
• Oversee issue resolution between clients and vendors.
• Coordinate market selection for new and renewal business on designated accounts.
• Initiate and duplicate new business report activities.
• Generate new business opportunities through cross-selling.
• Negotiate program terms and costs.
• Help coordinate day-to-day administrative activities among those servicing the client’s account, including support services like claims and loss control.
• Provide training and information to department associates to enhance their knowledge.
• Mentor and train junior staff members.
• Research industry trends, product development, and government regulations.
• Perform other duties as needed.

Bachelor’s Degree in Business Administration or related field, or equivalent experience.

• Typically over 7 years of client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Excellent verbal and interpersonal communication skills.
• Deep understanding and experience within the brokerage industry.
• Knowledge of industry trends and governmental regulations.
• Ability to complete ongoing education requirements.
• Availability to attend meetings and industry training sessions.
• Ability to maintain confidentiality and comply with company policies.
• Effective organization and time management skills.
• Ability to travel by car and plane.
• Proficiency with office equipment.
• Capacity to work on a computer for extended periods.
• Flexibility to work outside normal hours as needed.
• Legal authorization to work in the U.S.

Lockton Companies is proud to provide equal opportunity for all. We are committed to an inclusive culture where everyone is treated with respect and dignity.

Supporting diversity, equity, and inclusion is central to our values. We aim to cultivate a caring culture that celebrates differences and enables our people to thrive both personally and professionally.

Lockton is the largest privately held independent insurance brokerage worldwide. Since 1966, our independence has enabled us to serve our clients, care for our people, and give back to communities. With over 13,100 associates in more than 155 countries, we are empowered to do what’s right every day.

We believe in the power of all people. You belong at Lockton.

We support your growth and success by providing opportunities to develop your career. We offer comprehensive health insurance and additional options to support your overall wellbeing.

Any unsolicited resumes submitted by employment agencies or individuals will be the property of Lockton Companies, Inc., which reserves the right to hire at its discretion without fees owed. Agencies with fee agreements should submit candidates through our designated recruitment channels.