Lockton, Inc.
Financial Consultant - Healthcare Broker Space
Lockton, Inc., Tampa, Florida, us, 33646
Job Summary:
Description:
Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a Client accountProvide 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 recommendationsConsults with Clients to review investment options, bender services, fees, strategies and goalsConsults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experienceReviews and issues profitability assists on all "fee-at-risk" proposalsAssists in the establishment and attainment of revenue goals for existing and new businessProvides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialtyDevelops and maintains dependable working relationships with carriers, broker servicing networks, and other providersOversees issue-resolution between Client and the VendorCoordinates market selection for new and renewal business on designated accountsInitiates and duplicates new business report activitiesGenerates new business opportunities through cross-sellingNegotiates program terms and costsMay 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 controlProvides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledgeMentors and trains junior-level staffResearches and understands industry trends, product development government regulationsPerforms other responsibilities and duties as neededRequirements:
Qualifications:
Bachelor's Degree in Business Administration or related field and/or years of experience equivalentTypically more than 7 years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of Client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machineAbility to work on a computer for a prolonged amount of timeAbility to work outside of normal business hours as neededLegally able to work in the United States
Description:
Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a Client accountProvide 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 recommendationsConsults with Clients to review investment options, bender services, fees, strategies and goalsConsults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experienceReviews and issues profitability assists on all "fee-at-risk" proposalsAssists in the establishment and attainment of revenue goals for existing and new businessProvides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialtyDevelops and maintains dependable working relationships with carriers, broker servicing networks, and other providersOversees issue-resolution between Client and the VendorCoordinates market selection for new and renewal business on designated accountsInitiates and duplicates new business report activitiesGenerates new business opportunities through cross-sellingNegotiates program terms and costsMay 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 controlProvides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledgeMentors and trains junior-level staffResearches and understands industry trends, product development government regulationsPerforms other responsibilities and duties as neededRequirements:
Qualifications:
Bachelor's Degree in Business Administration or related field and/or years of experience equivalentTypically more than 7 years of Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of Client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machineAbility to work on a computer for a prolonged amount of timeAbility to work outside of normal business hours as neededLegally able to work in the United States