Senior Account Executive

2 weeks ago


San Francisco, California, United States Lockton Companies Full time
About the Role

We are seeking a highly skilled Senior Account Executive to join our team at Lockton Companies. As a key member of our client services team, you will be responsible for maintaining and enhancing our relationships with existing clients through proactive, creative, and ongoing contact initiatives.

Key Responsibilities
  • Maintain and enhance client relationships through strategic planning and consulting advice
  • Generate revenue through cross-selling and identifying new business opportunities
  • Provide expert advice on investment options, vendor services, fees, strategies, and goals
  • Consult with clients to review large claims, abnormal utilization results, and monthly claims experience
  • Develop and maintain dependable working relationships with carriers, broker servicing 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 and negotiation of program terms and costs
Requirements
  • 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
About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. We empower our associates to be true to themselves and provide opportunities to help them grow and create a rewarding career path. Our 10,000+ associates doing business in over 100 countries are empowered to do what's right every day.



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