Account Executive

1 day ago

Birmingham, United States Lockton, Inc. Full time
Job Summary:

  • Maintain and enhances Lockton’s relationships with existing clients by executing proactive, creative, and on-going contact initiatives
  • 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
  • Communicate 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
  • 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
  • Mentors and trains junior-level staff
  • Perform other responsibilities and duties, as needed
Requirements:
  • Bachelor's Degree in Risk Management, Business Administration, or related field (preferred)
  • Minimum of seven (7) years of P&C insurance brokerage and/or commercial lines account handling experience
  • Completed CPCU, CRIS or other industry specific designations (preferred)
  • Extensive knowledge of Commercial Property and Casualty coverage products and marketplace
  • Ability to market and service multinational programs through an in-depth understanding of commercial insurance rating concepts
  • Proficiency in Microsoft Office Products (Word, Outlook, Excel, and PowerPoint)
  • Excellent verbal and written communication skills, including the ability to successfully present data
  • Demonstrated professional, tactful negotiation and persuasion skills
  • 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

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