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Lockton · 5 hours ago

Associate Account Executive - Marine Casualty Insurance

Houston, TX

Full-time

Onsite

Mid, Senior Level, Lead/Staff

8+ years exp

Lockton is a leading insurance brokerage firm, and they are seeking an Associate Account Executive to serve as a primary business contact for clients. This role involves developing business strategies, marketing services, and maintaining high levels of customer service to meet client needs effectively.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

The Associate Account Executive is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations while servicing Clients’ accounts in an innovative and efficient manner

This position will service and market the needs of Lockton clients to maximize company revenue and shall also develop and maintain favorable internal and external relationships providing the highest level of customer service by meeting or exceeding industry standards

When acting in the Associate AE Role the individual will be responsible for the following duties with oversight from a Senior Level AE:

Create with the Account Executive a business strategy, including feasibility studies, financial modeling, identification of coverage needs, carrier market identification and service needs

Identification of the team who will be overseeing the client project or account through discussions within the business unit

Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients

Coordinate marketing strategies and selection for prospects and existing business, and maintain communication with the account team during the entire marketing process to protect current business and secure new business

Coordinate the team in terms of delivery of services for the client

Responsible for the preparation and delivery of client reports, including quarterly or annual stewardship reports where provided for our clients

Accumulate required continuing education credits to maintain current insurance license

Coordinate initial account communication directly with Owner (client) and/or GC, review and affirm the Project Insurance Manual to Contract Documents, processes for enrollment and bidding instruction, and provide project documentation to the client and their GC such as Sample Contractual Language, Bid Packets, PIM templates or other similar information to minimize the workload of the client and their project team

Provides and works with the Account Executive on contract and lending reviews; documents such as PSAs, Crane Swing Agreement, Easements, Lending requirements, or other contracts related to their construction

Oversee the CIP Administration process from kick-off to close-out including participation in project conference calls, kick-off meeting. Ensure compliance to the services provided for in any Lockton Service Agreement. Works with the CIP and Account Administrator to obtain contractor deductions, close out information for audits and provide project reports to the client

Qualification

Client services experienceIndustry trends knowledgeMicrosoft Office SuiteBusiness Administration degreeWork outside hoursAttention to detail

Required

The ideal candidate will possess a bachelor's degree in Business Administration or related field and/or years of experience equivalent

Typically, more than eight years of Client services experience is required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong attention to detail required

Understands industry trends and governmental regulations

Ability to attend industry training sessions

Ability to travel by automobile and aircraft and be away from home more than one day and night

Ability to work outside of regular business hours

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)

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Trends of Total Sponsorships

2023 (1)