Lockton · 9 hours ago
Small Commercial- Account Executive
Lockton is a leading insurance brokerage firm, and they are seeking an experienced Account Executive to join their Small Commercial Brokerage Team. This role is responsible for marketing, servicing, and consulting efforts for current and prospective clients, ensuring high levels of customer satisfaction and providing tailored insurance solutions.
Responsibilities
Maintains and enhances Lockton’s relationships with existing and prospective Clients by executing proactive, creative, and on-going contact initiatives, ensuring the highest level of customer satisfaction
Proactively understands the requirements and needs of a client account and provides tailored insurance solutions to meet those needs
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
Responsible for qualifying, marketing, quoting, presenting and binding business
Conduct regular reviews of clients' insurance portfolios to ensure adequate coverage and opportunities for improvement
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
Collaborate with underwriters and other professionals to negotiate insurance terms and conditions beneficial to clients
Effectively communicates to a wide range of audiences and can adjust style of communication to suit situation
Assists in the establishment and attainment of revenue goals for new and existing business
Provides input in the development and implementation of policies and procedures, as well as 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
Initiate and duplicates business report activities
Generate new business opportunities through cross-selling
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
Stays current on industry trends, market conditions, and regulatory changes that may impact Lockton clients
Mentors and trains junior-level staff
Participate in networking events and industry conferences to build professional connections
Performs other responsibilities and duties as needed
Qualification
Required
Bachelor's degree preferred or equivalent education and/or experience in insurance
A minimum of 7 years of Working knowledge of commercial property/casualty coverages
A minimum of 7 years of client service experience within and the brokerage industry or equivalent
Current P&C insurance license
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
Exceptional organization, communication, problem-solving skills and attention to detail
Understanding of commercial rating concepts, compliance requirements, and federal legislation
Strong analytical skills with the ability to assess risk and develop appropriate strategies
Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
High level of integrity and ethical standards
Proficient in Microsoft Office software
Company
Lockton
Lockton provides risk management and insurance services.
H1B Sponsorship
Lockton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageRecent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
Company data provided by crunchbase