Account Executive, Employee Benefits

Description

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, bender services, fees, strategies and goals

Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience

• Reviews and issues profitability assists on all “fee-at-risk” proposals
• Assists in the establishment and attainment of revenue goals for existing and new business

Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty

Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers

Oversees issue-resolution between Client and the Vendor

• Coordinates market selection for new and renewal business on designated accounts
• Initiates and duplicates new business report activities
• Generates new business opportunities through cross-selling

Negotiates program terms and costs

May 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 control

Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge

Mentors and trains junior-level staff

• Researches and understands industry trends, product development government regulations
• Performs other responsibilities and duties as needed

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Qualifications:

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

• 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
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed

Ability to attend company, department, and team meetings as required, including industry training sessions

Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information

Ability to efficiently organize work and manage time in order to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States