Strategic Client Advisor (Brokerage & RFPs)

Lockton; Birmingham (MI); On-site; USD 90,000 - 120,000; Full time

Job summary

Lockton is seeking an experienced Client Services professional to manage and expand relationships with existing clients in the United States. You will provide strategic consulting, coordinate RFP responses, and review claims and profitability while supporting revenue goals.

The role requires strong communication, brokerage industry knowledge, and the ability to travel as needed. A Bachelor's degree in business or related field is required.

Qualifications

• Bachelor’s Degree in Business Administration or related field, or equivalent experience.
• 7+ years of Client services experience.
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge within brokerage industry.
• Ability to attend company, department, and team meetings and industry trainings.
• Ability to comply with all company policies and protect confidentiality of client and company information.
• Ability to organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment and work on a computer for extended periods.
• Willingness to work outside normal business hours as needed.
• Legally able to work in the United States.

Responsibilities

• Maintains and enhances Lockton’s relationships with existing Clients through proactive, creative contact initiatives.
• Proactively understands the requirements and needs of a Client account.
• Provide strategic planning and consulting, including RFPs and vendor responses, and client reports with recommendations.
• Consults with Clients on investment options, bundled services, fees, strategies and goals.
• Reviews large claims, utilization results, and monthly claims experience with Clients.
• Review profitability and proposals, and support revenue goals for existing and new business.
• Contributes to development and implementation of policies, procedures, and strategic plans.

Skills

Verbal communication

Interpersonal skills

Client Services

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Office

Job description

Lockton is seeking an experienced Client Services professional to manage and expand relationships with existing clients in the United States. You will provide strategic consulting, coordinate RFP responses, and review claims and profitability while supporting revenue goals.

The role requires strong communication, brokerage industry knowledge, and the ability to travel as needed. A Bachelor's degree in business or related field is required.