Account Executive - Environmental

Lockton; Houston (TX); On-site; USD 110,000 - 160,000; Full time

Job summary

Lockton is seeking an experienced risk management professional to service and expand relationships with its Houston client base. You will maintain proactive contact, understand client requirements, and provide strategic planning and consulting for complex programs.

Responsibilities include coordinating RFP responses, analyzing vendor proposals, reviewing large claims, and supporting revenue goals across existing and new business.

Qualifications

• Bachelor’s degree preferred in risk management, business admin or related field.
• 10+ years P&C insurance brokerage, casualty underwriting or account handling experience.
• Experience servicing environmental accounts focusing on pollution liability.
• In-depth knowledge of casualty coverages and policy language.
• Industry designations (CPCU/CRIS) preferred.
• MS Office proficiency (Word/Excel/PowerPoint).
• Excellent verbal and written communication skills.
• Ability to travel as needed and legally work in the US.
• Ability to interpret industry trends and regulations.

Responsibilities

• Maintain and enhance relationships with existing clients through proactive contact.
• Understand client requirements and coordinate strategic planning and consulting.
• Produce RFPs, coordinate vendor responses, analyze proposals, and prepare client reports.
• Consult with clients on large claims, utilization results, and claims experience.
• Assist in revenue goal attainment for existing and new business.
• Develop and implement policies and procedures within area of specialty.
• Build relationships with carriers, broker networks, and other providers.
• Oversee issue-resolution between client and vendor.
• Coordinate market selection for designated accounts and new business.
• Initiate new business report activities and cross-selling opportunities.
• Mentor and train junior staff; stay current on industry trends and regulations.

Skills

Client relations

Negotiation

Strategic planning

Cross-functional collaboration

Communication skills

Education

Bachelor’s Degree in Risk Management

Job description

Your Responsibilities

• Maintain and enhances Lockton’s relationships with existing clients by executing proactive, creative, and on-going contact initiatives
• Proactively understand 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
• Consult regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
• Assist in the establishment and attainment of revenue goals for existing and new business
• Provide input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
• Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers
• Oversee issue-resolution between client and the vendor
• Coordinate market selection for new and renewal business on designated accounts
• Initiate new business report activities
• Generate new business opportunities through cross-selling
• Negotiate program terms and costs
• Assist with the coordination of 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
• Mentors and trains junior-level staff
• Research and understand industry trends, product development, and government regulations
• Perform other responsibilities and duties, as needed

Qualifications

• Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred)
• Minimum of ten (10) years of P&C insurance brokerage experience, casualty underwriting experience, and/or account handling experience (Environmental brokering, underwriting and or consulting experience preferred)
• Prior experience servicing environmental accounts, with a focus on site/premises pollution liability and/or contractor pollution liability (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
• Legally able to work in the US