Account Executive - Kansas City - Lockton

    Lockton
    Lockton Kansas City

    12 hours ago

    Description

    Account Executive at Lockton


    Apply to the Account Executive role at Lockton.

    Responsibilities

    • Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and ongoing 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, benefits 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 as 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 and government regulations
    • Performs other responsibilities and duties as needed

    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

    Seniority level


    Mid‑Senior level

    Employment type


    Full‑time

    Job function


    Sales and Business Development

    Industries


    Insurance


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