Team Lead

Job Summary :

The Account Executive - Team Lead is responsible for servicing and marketing the needs of Lockton clients to maximize company revenue and to build and maintain client, carrier, other providers, and associate relationships.

Coordinate all Lockton resources to provide quality client service. Manages and directs the work of a team of Account Managers and Account Administrators.

Position responsibilitie

• Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton client
• Informed of the client's overall business, operations, and risk management needs; anticipate when and how to respond
• Comprehend and is well-informed on insurance industry developments and all products available in the insurance marketplace
• Develop and maintain dependable working relationships with carriers and other provider
• Coordinate marketing strategies and selection for new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new busine
• Build and maintain effective relationships with clients to provide the best possible service on a timely basi
• Demonstrate the ability to instill confidence and comfort with the client
• Coordinate the renewal of current client business :

o provide a renewal notice to Producer and set up renewal meeting 120 days prior

• o complete exposure checklist;
• o create and update coverage specifications;
• o deliver submission to markets;
• o review quotes and prepares proposal;
• o arrange and perform renewal presentation to the client;
• o bind coverage with underwriters before expiration;
• o make instructions for renewal to the company;
• o process renewal account with the assistance of the Account Administrator and Account Manager;
• o review work prepared by the Account Administrator and Account Manager;

o prepare summaries, complete final policy checks, close items to discuss in proposal mailing, or deliver policies to the client

• Undertake responsibility for new business as directed
• Respond to and fulfill the requirements generated by the Renewal Assistance Program (RAP) report; update the RAP Report when a task is completed.
• Work with Accounting to resolve accounting criticism
• Aid the Account Administrator on audit
• Participate with Producer in the decision-making process on client credit balances over 90 day
• May assist collection supervisor and Producer in collection effort
• Accountable for the development, implementation, and monitoring of client service plan
• Responsible for the preparation and delivery of stewardship report
• Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates.

The Account Executive has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and other

• Process policy endorsements with the assistance of the Account Administrator and Account Manager
• Perform tasks not assigned to the Account Administrator or Account Manager
• Arrange for loss run schedules for clients, when appropriate
• Prepare written correspondence, reports, and analyses, as needed
• Analyze situations, identify problems, recommend solutions, and evaluate outcome
• Respond promptly to the requests and needs of clients and Lockton associate
• Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer
• Motivate, instruct, and promote teamwork and associate development
• Keep abreast of market conditions and new product
• Make decisions in compliance with established Lockton standards of quality performance and service
• Understand when to proceed alone and when to involve the Producer or other
• Interface with top management of other businesses, representing Lockton in the highest professional manner
• Accumulate required continuing education credits to maintain current insurance license
• Attend position-related seminars / classes, carrier functions, and social events as required
• Perform other work-related duties as assigned

Requirements :

Position qualification

• Bachelor's degree in a business-related program preferred or equivalent education and / or experience required
• Typically, more than seven years of Client services experience is required
• A minimum of five years' working knowledge of commercial property and casualty coverages and services required
• A minimum of three years' experience marketing and servicing the insurance needs of commercial accounts required
• Current insurance license or the ability to obtain immediately required
• Must have a complete understanding of the concepts, issues, and overall impact of marketing and pricing
• Understanding of commercial rating concept
• Comprehend risk management concepts and their application to clients' need
• Strong attention to detail required
• Proficiency in the use of Microsoft Word and Excel required; PowerPoint preferred
• Ability to compile, analyze, and interpret financial information and data to facilitate decision making
• Demonstrated professional, tactful negotiation, and persuasion skills to achieve objective
• Demonstrated ability to instill confidence and comfort with client
• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
• Well-informed of industry trends and governmental regulation
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadline
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
• Ability to travel by automobile and aircraft and be away from home more than one day and night
• Legally able to work in the United States

This position may be eligible for annual discretionary bonus consideration.

is job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.