PRS Client Executive

Lockton Companies; Kansas City (MO); On-site; USD 75,000 - 110,000; Full time

Job summary

Lockton Companies in Kansas City, MO is seeking a seasoned Client Services professional to advance relationships with existing Clients and identify cross-selling opportunities.

The role involves strategic planning, coordinating RFP responses, and guiding large, complex accounts through renewal and vendor selections, with travel as needed; a Bachelor's degree and 7+ years in client services are typical 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 and client-communication tools.

Responsibilities

• Generates new business opportunities through cross-selling.
• Maintains and enhances Lockton’s relationships with existing Clients by executing proactive contact initiatives.
• Works at a strategic level with large and complex Clients.
• Provides strategic planning and consulting advice to clients including RFP coordination and analysis.

Skills

Client relationship management

Cross-selling strategies

Microsoft Office Suite

Verbal interpersonal communication

Brokerage industry knowledge

Time management

Travel flexibility

Education

Bachelor's degree in Business Administration

Job description

Kansas City, Missouri, United States of America

• 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

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.