Lockton Companies
Senior Account Executive - Technology
Lockton Companies, San Francisco, California, United States, 94199
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.Business unit
West Series$127,000-$172,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level with large 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 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, and government regulationsPerforms other responsibilities and duties as neededQualifications
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 StatesEqual Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
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you belong here.Business unit
West Series$127,000-$172,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesWorks at a strategic level with large 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 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, and government regulationsPerforms other responsibilities and duties as neededQualifications
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 StatesEqual Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
#J-18808-Ljbffr