Assistant Vice President, Senior Account Exec...

4 weeks ago

Charlotte NC United States Lockton Companies Full time

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.

Business unit

Southeast Series

Schedule

Full-time

Job type

Standard

Workplace

In Office

Your Responsibilities
  • Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives.
  • Works at a strategic level with large and complex Clients.
  • Generates revenue from cross-selling.
  • 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, vendor 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 as 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, and 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 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.
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal 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 professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people, and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

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