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    Account Executive - Portland, United States - Lockton, Inc.

    Lockton, Inc.
    Lockton, Inc. Portland, United States

    1 day ago

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    Description
    Job Summary:

    Description:
    • Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
    • Proactively understands the requirements and needs of a Client account
    • 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
    • Consults with Clients to review investment options, bender services, fees, strategies and goals
    • Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
    • Reviews and issues profitability assists on all "fee-at-risk" proposals
    • Assists in the establishment and attainment of revenue goals for existing and new business
    • Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
    • Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
    • Oversees issue-resolution between Client and the Vendor
    • Coordinates market selection for new and renewal business on designated accounts
    • Initiates and duplicates new business report activities
    • Generates new business opportunities through cross-selling
    • Negotiates program terms and costs
    • May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services such as claims and loss control
    • Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
    • Mentors and trains junior-level staff
    • Researches and understands industry trends, product development government regulations
    • Performs other responsibilities and duties as needed
    Requirements:

    Qualifications:
    • 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
    • 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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