Job Summary:

• 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

Requirements:

• 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