Account Executive, Employee Benefits

Job description

Job Summary 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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Requirements 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