Strategic M&A Account Executive – Client Growth

Lockton; Chicago (IL); On-site; USD 100,000 - 175,000; Full time

Benefits offered by this job

Referral Bonus

Job summary

Lockton is seeking an Account Executive – M&A in Chicago to strengthen client relationships and lead strategic advisory efforts. The role focuses on proactive client engagement, RFP coordination, and cross-functional collaboration to achieve revenue goals.

You will consult on investment options, services, and fees, review claims and utilization, and mentor junior staff while aligning with regulatory guidelines. This full-time position requires travel as needed and a strong brokerage background.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 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.
• 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, broader services, fees, strategies and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Oversees issue-resolution between Client and the Vendor.
• Generates new business opportunities through cross-selling.
• Mentors and trains junior-level staff.

Skills

Microsoft Office

Verbal communication

Interpersonal skills

Brokerage industry knowledge

Time management

Travel willingness

Confidentiality

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Job description

Lockton is seeking an Account Executive – M&A in Chicago to strengthen client relationships and lead strategic advisory efforts. The role focuses on proactive client engagement, RFP coordination, and cross-functional collaboration to achieve revenue goals.

You will consult on investment options, services, and fees, review claims and utilization, and mentor junior staff while aligning with regulatory guidelines. This full-time position requires travel as needed and a strong brokerage background.