Account Executive-Financial-P&C experience required

Lockton is seeking an experienced Account Executive for its Risk Practice. The individual will lead marketing, servicing, and strategic consulting efforts with prospective and current clients, with an emphasis on Healthcare clients.

Responsibilities

• Serve as Client lead for all Executive Risk coverages/exposures
• Be instrumental in helping producers write Executive Risk business
• Serve as coverage expert to clients for Executive Risk coverages
• Coordinate with Risk in managing overall client service needs
• Cross-sell Executive Risk lines of business
• Conduct coverage reviews for clients and prospects
• Maintain strong underwriter relationships
• Decide on marketing plan for renewal
• Attend any internal/external pre-renewal meetings with Risk
• Submit information to market(s)
• Receive and review quotes
• Set up proposal meeting with client/coordinate with Risk when applicable
• Compose proposal
• Propose to client
• Discuss and update all items to discuss
• Review certificates for team's execution

Qualifications

• A minimum of 5 years' experience with Executive Risk coverages and services
• Substantial experience in marketing and servicing insurance needs of commercial accounts
• Understanding of commercial rating concepts
• Expanded insurance industry knowledge through experience and/or course work
• Proven ability to organize and manage time in order to meet deadlines
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
• Ability to instill confidence with clients so client looks to you and to Lockton as more than just an insurance broker, but a partner in business
• Working knowledge of Microsoft Office products (Word, Excel, Outlook) or similar software products
• Advanced working knowledge of spreadsheet applications and formula calculations
• High aptitude for mathematical calculations including multiplication, division, and percentages
• Demonstrated presentation skills (preparation and execution)
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
• Demonstrated understanding of when to proceed alone and when to involve the Unit Manager, Producer, or others
• Wholly understands the concept, issues, and overall impact of market pricing
• Ability to consult clients on other Lockton services and insurance needs
• Personal presence to interface with top management of other business, representing Lockton in the highest professional manner
• Ability to coach and mentor Associates

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