Lockton · 6 days ago

Account Executive

Portland, OR

Full-time

Onsite

Senior Level

7+ years exp

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Insider Connection @Lockton

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

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

Qualification

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Client servicesMicrosoft Office SuiteBrokerage industry knowledgeIndustry trends analysisRegulatory complianceContinuing educationOffice equipment usageComputer proficiencyLegal work authorizationVerbal communicationInterpersonal communicationProblem-solvingTime management