Account Executive

2 weeks ago

Plano, Texas, United States Lockton, Inc. Full time
Job Summary:

Lockton Dunning Benefits is seeking a skilled Account Executive to develop an internal specialist practice, servicing the needs of Lockton clients under the guidance of the Unit Manager. This role involves leading the development of new business opportunities, new product/concept development, and facilitating growth and retention of existing business.

Key Responsibilities:
  • Conduct effective meetings with clients to understand their needs and provide tailored solutions.
  • Provide thought leadership on benefit strategies, ensuring clients receive expert advice.
  • Maintain strong client relationships, both professionally and personally.
  • Establish and maintain carrier-partner relationships to secure the best possible outcomes for clients.
  • Stay up-to-date with market products and services, ensuring clients receive the most suitable solutions.
  • Monitor and analyze financial data to optimize client coverage and minimize costs.
  • Prepare cost projections and renewal reports to inform client decisions.
  • Integrate HR concepts into benefits strategies to enhance client value.
  • Determine when and why overages will be marketed, ensuring clients receive the best possible outcomes.
  • Manage the entire renewal process, ensuring timely and efficient delivery.
  • Lead the bid solicitation process for all lines of coverage, analyzing financial and service aspects of proposals.
  • Provide recommendations based on marketing results, ensuring clients receive the best possible outcomes.
  • Identify opportunities for business expansion and growth, driving client value.
  • Negotiate terms and conditions with carriers to secure the best possible outcomes for clients.
  • Provide guidance to account teams during coverage implementation, ensuring seamless delivery.
  • Identify opportunities and gaps in coverage, ensuring clients receive comprehensive solutions.
  • Proactively deliver regulatory and compliance support to clients, ensuring they remain compliant.
  • Provide insight and recommendations on employee benefit communication campaigns, enhancing client engagement.
  • Ensure client deliverables are peer-reviewed prior to delivery, maintaining the highest standards.
  • Conduct benefit audits for prospects, ensuring they receive the best possible outcomes.
  • Efficiently manage company resources and talent, driving client value.
  • Facilitate communication and collaboration with producers, ensuring seamless delivery.
  • Initiate involvement of Unit Manager and other Lockton resources as needed, ensuring clients receive the best possible outcomes.
  • Assist in developing other associates by identifying additional skills and training needs.
  • Possess strong presentation skills, including preparation, execution, and delivery of materials.
  • Continually develop understanding of evolving funding options, underwriting principles, and pricing.
  • Analyze complex data, interpret, and communicate findings to clients.
  • Listen to clients and colleagues, provide meaningful feedback, and collaborate to identify problems and solutions.
  • Share subject matter expertise in development of other associates, driving client value.
  • Mentor and coach others, ensuring they receive the best possible outcomes.
  • Provide strategic planning and consulting advice to clients, prospects, and team members, driving client value.
  • Participate in formal presentations to prospective and current clients, as well as insurance vendors.
  • Develop mutually beneficial relationships with insurance carriers, external clients, and Lockton associates and producers.
  • Work with producers to develop new business opportunities, driving client value.
  • Participate in annual long-range planning meetings as requested, ensuring clients receive the best possible outcomes.
  • Support Unit Manager and provide leadership during monthly unit meetings, driving client value.
  • Actively participate in interviewing and recruiting process for new hires, ensuring the best possible outcomes.
  • Facilitate and/or attend staff meetings, department meetings, educational workshops, and industry and trade meetings.
  • Participate in various Lockton Company meetings, driving client value.
  • Special projects.
Requirements:
  • Bachelor's degree or equivalent education and/or experience.
  • Extensive working knowledge of voluntary benefit overages/programs and a demonstrated willingness to maintain current industry proficiency.
  • Extensive experience in marketing and servicing the insurance needs of employer-sponsored voluntary benefit plans.
  • Consistently demonstrated ability to instill confidence with clients, making them look to the Voluntary Benefits Director and Lockton as a partner in business.
  • Proven ability to resolve issues involving associates, resources, and/or projects by seeking the required level of management involvement when needed.
  • Proven leadership and problem-solving skills, including resolving unusual and complex issues.
  • High mathematical aptitude, including the ability to calculate and interpret formula methodologies.
  • Consistently demonstrated high analytical and problem-solving skills.
  • Consistently demonstrated interpersonal communication skills and ability to interact with associates at all levels of responsibility.
  • Personal presence to interface with top management of other businesses, including carriers, representing Lockton in the highest professional manner.
  • Demonstrated presentation skills.
  • Exceptional oral and written communication skills.
  • Working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
  • Consistently demonstrated professional, tactful negotiation, and persuasion.
  • Ability to develop and implement internal controls and procedures to assure the performance of Unit Associates necessary for excellence in customer satisfaction.
  • Consistently demonstrated understanding of when to process alone and when to involve the Unit Manager, Producer, or others.
  • Solid understanding, acceptance, and promotion of the Lockton culture, remaining consistent with the organization's philosophies and mission statement.
  • Maintain appropriate state license.
  • Legally able to work in the United States.

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