Strategic Client Advisor

Lockton; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Lockton in Dallas is seeking an experienced Client Services professional to maintain and enhance relationships with existing Clients through proactive, ongoing contact and strategic advisory. You will manage RFP processes, vendor responses, and client reports with recommendations.

You will counsel Clients on investment options, fees, and claims experience, support revenue goals, mentor junior staff, and collaborate with carriers and service networks. Travel may be required.

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 travel by automobile and aircraft.

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

Education

Bachelor’s Degree in Business Administration or related field

Tools

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

Job description

Lockton in Dallas is seeking an experienced Client Services professional to maintain and enhance relationships with existing Clients through proactive, ongoing contact and strategic advisory. You will manage RFP processes, vendor responses, and client reports with recommendations.

You will counsel Clients on investment options, fees, and claims experience, support revenue goals, mentor junior staff, and collaborate with carriers and service networks. Travel may be required.