- Maintain 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
- Consult with clients to review investment options, bender services, fees, strategies, and goals
- Consult regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
- Assist in the establishment and attainment of revenue goals for existing and new business
- Provide input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
- Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers
- Oversee issue-resolution between client and the vendor
- Coordinate market selection for new and renewal business on designated accounts
- Initiate new business report activities
- Generate new business opportunities through cross-selling
- Negotiate program terms and costs
- Assist with the coordination of day-to-day administrative activities among those servicing the client’s account
- Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge
- Mentors and trains junior-level staff
- Research and understand industry trends, product development, and government regulations
- Perform other responsibilities and duties, as needed
- Bachelor’s Degree in Risk Management, Business Administration, or related field (preferred)
- Minimum of five years of commercial property insurance experience brokerage, underwriting and / or account management
- Demonstrated knowledge of the property insurance marketplace
- Industry related certifications, designations, and licenses (preferred)
- Working knowledge of Microsoft Office Products (Word, Outlook, Excel, and PowerPoint)
- Excellent verbal and written communication skills, including the ability to successfully present data
- Ability to understand and utilize industry-specific trends and governmental regulations
- Focused on personal and team development with the ability to complete continuing education requirements as needed
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Strong organizational, multi-tasking and negotiation skills
- Flexibility to work outside of normal business hours to effectively service client and / or business needs
- Ability to travel, as needed / requested
- Legally able to work in the United States
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