PRS Client Executive

Lockton; Kansas City (MO); On-site; USD 110,000 - 140,000; Full time

Job summary

Lockton in Kansas City seeks a senior client services professional to drive cross-selling and revenue growth with large, complex clients. You will maintain strategic relationships, craft proposals, analyze claims and utilization, and coordinate vendor responses for renewals.

The role requires deep brokerage knowledge, executive communication, and the ability to operate at a strategic level while achieving revenue targets.

Qualifications

• Bachelor’s degree in business or related field.
• 7+ years of client services experience preferred.
• Strong verbal and interpersonal communication skills.
• Knowledge of the brokerage industry and industry trends.
• Ability to attend meetings and complete continuing education as needed.

Responsibilities

• Generates new business opportunities through cross-selling.
• Maintains and enhances Lockton’s relationships with existing Clients through proactive contact.
• Works at a strategic level with large and complex Clients.
• Generates revenue from cross-selling and meets revenue goals.
• Provides strategic planning and consulting, including RFPs and client reports.
• Consults with Clients on large claims, utilization, and claims experience.
• Oversees market selection and coordinates vendor responses for new/renewal business.
• Coordinates day-to-day administrative activities and supports Client accounts.

Skills

Verbal communication

Interpersonal skills

Brokerage industry knowledge

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Responsibilities

• Generates new business opportunities through cross-selling
• Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
• Works at a strategic level with large and complex Clients
• Generates revenue from cross-selling
• 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 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
• 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
• 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 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