Account Executive

Lockton; Atlanta (GA); On-site; USD 70,000 - 110,000; Full time

Job summary

Lockton in the United States is seeking an experienced Client Services professional to maintain strong client relationships and provide strategic consulting across risk management and brokerage services.

The role requires deep knowledge of the brokerage industry, excellent communication, and travel as needed to service accounts.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• Typically more than 7 years of Client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge within brokerage industry.
• Understands industry trends and governmental regulations.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

Responsibilities

• Maintains and enhances Lockton’s relationships with existing Clients by proactive contact initiatives.
• Understands Client account requirements and needs.
• Provide strategic planning and consulting to clients including RFPs and vendor coordination.
• Consults with Clients on investment options, fees, strategies and goals.
• Review large claims, utilization results, and monthly claims experience.

Skills

Client services

Communication

Time management

Industry knowledge

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Responsibilities

• 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

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