Lockton Companies
Senior Account Executive, Employee Benefits
Lockton Companies, Plano, Texas, us, 75086
Senior Account Executive, Employee BenefitsQualifications
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 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 StatesResponsibilities
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level with large Client groups and complex ClientsGenerates revenue from cross-sellingProactively 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, vendor 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 as 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 activitiesMay 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, and government regulationsPerforms other responsibilities and duties as neededNegotiates program terms and costsCompany Information
What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 9,000 Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 13 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2021 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.Company Specialties: insurance, employee benefits, retirement plans, surety, commercial insurance, property/casualty insurance, executive risks, health risk management, insurance broker, benefits broker, insurance brokerage, marine insurance, aviation insurance, and reinsurance.
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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 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 StatesResponsibilities
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level with large Client groups and complex ClientsGenerates revenue from cross-sellingProactively 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, vendor 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 as 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 activitiesMay 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, and government regulationsPerforms other responsibilities and duties as neededNegotiates program terms and costsCompany Information
What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 9,000 Associates doing business in over 125 countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 13 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2021 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.Company Specialties: insurance, employee benefits, retirement plans, surety, commercial insurance, property/casualty insurance, executive risks, health risk management, insurance broker, benefits broker, insurance brokerage, marine insurance, aviation insurance, and reinsurance.
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