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Lockton · 1 day ago

Account Executive - Employee Benefits

Charlotte, NC

Full-time

Hybrid

Senior Level

7+ years exp

Lockton is a leading insurance brokerage firm, and they are seeking an Account Executive to lead client management teams. The role involves developing and implementing benefits strategies for clients, ensuring client satisfaction, and providing leadership to the service team.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Responsible for overall client satisfaction, client relationship and client retention. Engages and resolves highly escalated client service matters. Defines annual service calendar activities

Drives strategy planning process with client. Evaluates utilization data and financial health of client to make recommendations for pre-renewal and stewardship planning. Has a sound understanding of market innovation and disruptors and the impact it could have on a client

Defines communications strategy for annual plan year communications. Is also responsible for assisting a client in the development of a long-term communication campaign aimed at increasing employee engagement that supports the client's overall objectives

Monitors account expenses and insures that billing and invoicing is up to date. Is also responsible for the overall profitability of the account and working with the producer on a mutually agreeable client engagement

In collaboration with client, defines strategic goals and is accountable for the execution of a successful marketing. Reviews final quotes and recommendations, conducts final negotiations with carriers (if necessary), presents recommendation to the clients, and documents client acceptance of renewal strategy. Resolves escalated renewal issues

Qualification

Client services experienceBrokerage industry knowledgeMicrosoft Office SuiteIndustry trends understandingVerbal communication skillsInterpersonal communication skillsOrganizational skillsTime management

Required

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

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

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)