Strategic Account Executive: Client Growth & RFP Advisory

Lockton; Minneapolis (MN); On-site; USD 90,000 - 130,000; Full time

Job summary

Lockton in Minneapolis, MN seeks an experienced Client Services professional to maintain and grow relationships with existing Clients. You will provide strategic planning, consulting on investment options, and coordination of RFP responses, while regularly reviewing claims and utilization with Clients.

The role requires 7+ years in Client services, strong communication skills, and deep knowledge of the brokerage industry.

Qualifications

• Bachelor’s Degree in Business Administration or related field or equivalent experience
• Typically more than 7 years of Client services experience
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• Strong verbal and interpersonal communication skills
• Brokerage industry knowledge and regulatory awareness
• Ability to complete continuing education requirements
• Attendance at meetings and industry training sessions
• Confidential handling of client and company information
• Efficient organization and time management to meet deadlines
• Ability to travel by automobile and aircraft
• Proficiency with basic office equipment and prolonged computer use
• Availability to work outside of normal business hours
• Legally able to work in the United States

Responsibilities

• Maintains and enhances Lockton’s relationships with existing Clients
• Proactively understands Client account requirements
• Provide strategic planning and consulting, including RFPs and vendor responses
• Consults with Clients on investment options, services, fees, strategies
• Reviews large claims and monthly experience with Clients
• Supports revenue goals for existing and new business
• Develops policies and procedures and supports strategic plans
• Maintains relationships with carriers and service networks
• Oversees issue-resolution between Client and Vendor
• Coordinates market selection for new and renewal business

Skills

Strong verbal and interpersonal skills

Time management

Ability to travel

Proactive client communication

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

Job description

Lockton in Minneapolis, MN seeks an experienced Client Services professional to maintain and grow relationships with existing Clients. You will provide strategic planning, consulting on investment options, and coordination of RFP responses, while regularly reviewing claims and utilization with Clients.

The role requires 7+ years in Client services, strong communication skills, and deep knowledge of the brokerage industry.