Account Executive

Your Responsibilities

Lockton is excited to announce we are seeking an Account Executive working with our National Accounts Property team. The Account Executive is responsible for all marketing and service needs for a designated book of Lockton property clients. These clients are significant to the office and tend to demand a high degree of complexity and/or sophistication in terms of coverage or service. The position reports directly to the Unit Manager and is expected to work in a highly independent role and in accordance with Lockton policies and procedures.

A successful candidate will have

Good inter-personal skills and ability to communicate effectively and professionally, both verbally and in writingAn ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needsAn ability to manage time, prioritize and ensure that deadlines are met without compromising qualityThe entrepreneurial spirit, with an eagerness to learn and grow within the company

Responsibilities

Complete exposure and coverage reviewProvide market update / guidance to clientCreate renewal proposal for clientProvide recommendations for insurance program improvementsConsult with client to determine if insurance program should be marketedLead client renewal strategy meetingNegotiate terms, conditions, and premiums with underwritersPresent renewal proposal and make recommendations to clientReview prospect information, support RFP and other sales activityDetermine which underwriters to approach for renewals (collaborate)Facilitate communication and collaboration with producersInitiate and manage entire renewal process in a timely mannerInitiate involvement of Unit Manager, Team Lead, and/or other Lockton resources as neededAssist in development of other associates by identifying additional skills, training needs, etc. Strong presentation skills, including preparation, execution, and delivery of materialsCoordinate/collaborate with Claims and Loss ControlAnalyze complex data, interpret, and communicate findingsListen to clients and colleagues, provide meaningful feedback, and collaborate to identify problems and solutionsShare subject matter expertise in development of other associatesProvide strategic planning and consulting advice to clients, prospects, and team membersLead all meetings with client and Producer with minimal direct involvement of Unit ManagerManage a book of business which consists of significant and/or complex accounts

Qualifications

Qualifications

Minimum 5 years of industry experienceStrong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applicationsAdvanced working knowledge of commercial property/casualty coverages and servicesSubstantial experience in marketing and servicing the insurance needs of commercial accountsDemonstrated professional, tactful negotiation and persuasion skills to achieve objectivesViewed as collaborative, patient, and a team player across Series and Lockton as a wholeExceptional organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlinesDemonstrate ability to instill confidence and comfort with clients so the client looks to you and to Lockton as more than just an insurance broker, but a partner in businessWholly understands the concept, issues, and overall impact of market pricingUnderstanding of commercial rating conceptsAbility to consult clients on other Lockton services and insurance needsAbility to make decisions in compliance with established Lockton standards of quality performance and serviceUnderstanding and executing superior service and relationship in accordance with Lockton quality procedures and performance standardsProfessional/polished presence to interface with top management of other businesses, representing Lockton in the highest professional mannerDemonstrated capacity to lead the service team and harness resources for the benefit of the clientAbility and willingness to proactively coach and mentor other AssociatesStrong work ethic—prompt, willingness to put in the work to do whatever it takes to assist client or prospectPlease submit cover letter with resume and application.