Account Executive - Solutions

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• 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 producing Requests for Proposal, coordinating vendor responses, analyzing and comparing RFP responses, and preparing client reports with recommendations.
• Review investment options, benefits, services, fees, strategies, and goals with clients.
• Regularly review large claims, abnormal utilization results, and monthly claims experience with clients.
• Review and assist with profitability on all "fee-at-risk" proposals.
• Assist in establishing and achieving revenue goals for existing and new business.
• Contribute to the development and implementation of policies, procedures, and strategic plans within the area of expertise.
• Develop and maintain relationships with carriers, broker networks, and 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 administrative activities related to client service, including claims and loss control support services.
• Provide training and information to department staff to improve knowledge.
• Mentor and train junior staff.
• 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.
• Over 7 years of client services experience.
• Strong knowledge of Microsoft Office Suite.
• Excellent verbal and interpersonal communication skills.
• Experience with in the brokerage industry and understanding of industry trends and regulations.
• Ability to complete continuing education as required.
• Availability to attend meetings, including industry training sessions.
• Ability to maintain confidentiality and comply with company policies.
• Excellent organizational and time management skills.
• Willingness to travel as needed.
• Proficiency with office equipment and working on a computer for extended periods.
• Availability to work outside normal hours as needed.
• Legal authorization to work in the U.S.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Sales and Business Development
• Industry: Insurance