Strategic Client Executive – Insurance Brokerage

Lockton; Overland Park (KS); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Lockton seeks an experienced Client Services professional to maintain and enhance relationships with existing Clients through proactive, ongoing contact and strategic planning. You will understand client needs, review investment options and fees, and coordinate responses for RFPs and reports.

The role requires strong communication, brokerage knowledge, and the ability to travel as needed, with a focus on achieving revenue goals and mentoring junior staff.

Qualifikationen

• Bachelor’s Degree in Business Administration or related field.
• Typically more than 7 years of Client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge and experience within brokerage industry.
• Understands industry trends and governmental regulations.
• Ability to attend company, department, and team meetings as required, including industry training sessions.

Aufgaben

• 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 RFPs, coordination of vendor responses, analysis and comparison of RFP responses, and client reports with recommendations.
• Consults with Clients to review investment options, fee structures, strategies and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.

Kenntnisse

Verbal communication

Interpersonal skills

Ausbildung

Bachelor’s Degree in Business Administration or related field

Typically more than 7 years of Client services experience

Tools

Microsoft Office Suite

Jobbeschreibung

Lockton seeks an experienced Client Services professional to maintain and enhance relationships with existing Clients through proactive, ongoing contact and strategic planning. You will understand client needs, review investment options and fees, and coordinate responses for RFPs and reports.

The role requires strong communication, brokerage knowledge, and the ability to travel as needed, with a focus on achieving revenue goals and mentoring junior staff.