Associate Account Executive

4 weeks ago

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

Lockton, Inc. is seeking a highly motivated and self-driven professional to join our Fort Worth Commercial Account Team as an Associate Account Executive. This role involves working in partnership with experienced Account Executives and Producers to provide effective and successful strategic account management.


Key Responsibilities:

  • Maintain and enhance Lockton's relationships with existing clients through proactive, creative, and ongoing contact initiatives.
  • Provide strategic planning and consulting advice to clients, including the production of Requests for Proposal (RFP), coordination of vendor responses, analysis and comparison of RFP responses, and preparation of client reports and recommendations.
  • Consult regularly with clients to review large claims, abnormal utilization results, and monthly claims experience.
  • Assist in establishing and attaining revenue goals for existing and new business.
  • Contribute to the development and implementation of policies and procedures, as well as operating and strategic plans within the area of specialty.
  • Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
  • Oversee issue-resolution between client and vendor.
  • Coordinate market selection for new and renewal business on designated accounts.
  • Initiate new business report activities.
  • Negotiate program terms and costs.
  • Assist with the coordination of day-to-day administrative activities among those servicing the client's account.
  • Research and apply industry trends, product development, and government regulations.
  • Mentor and train junior-level staff.
Requirements:

  • Bachelor's Degree in Risk Management, Business Administration, or related field (preferred).
  • Minimum of five (5) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience (large, complex account management experience preferred).
  • In-depth knowledge of casualty coverages and policy language.
  • Completed CPCU, CRIS, or other industry-specific designations (preferred).
  • Working knowledge of Microsoft Office Products (Word, Outlook, Excel, and PowerPoint).
  • Excellent verbal and written communication skills, including the ability to successfully present data.
  • Ability to understand and utilize industry-specific trends and governmental regulations.
  • 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.
  • Ability to travel, as needed/requested.

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