Strategic Account Manager

4 days ago


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

As a key member of the Lockton, Inc. team, the successful candidate will be responsible for maintaining and enhancing relationships with existing clients by executing proactive, creative, and ongoing contact initiatives. This includes understanding client requirements and needs, providing strategic planning and consulting advice, and reviewing investment options and strategies.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions
  • Provide strategic planning and consulting advice to clients, including the production of Requests for Proposal and analysis of vendor responses
  • Consult with clients to review investment options, benefits, and strategies
  • Review and issue profitability analyses on all fee-at-risk proposals
  • Assist in the establishment and attainment of revenue goals for existing and new business
  • 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
  • Negotiate program terms and costs
  • May help coordinate the day-to-day administrative activities among those servicing the client's account
  • Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge
  • Mentor and train junior-level staff
  • Research and understand industry trends, product development, and government regulations
  • Perform other responsibilities and duties as needed


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 the 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 in order 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


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