Account Executive - Risk Management

Lockton Companies Houston, TX

Company

Lockton Companies

Location

Houston, TX

Type

Full Time

Job Description

Lockton is seeking a highly motivated, self-starter to join our growing Houston Risk Management Account Team! As the primary client contact, the Account Executive is focused on effective and successful strategic account management. If you are a service-driven individual with a sales and client support mindset, Apply Today!

Primary responsibilities include, but not limited to:

  • Maintain and enhance Lockton's relationships with existing clients by executing proactive, creative, and on-going contact initiatives
  • Proactively understand the requirements and needs of assigned 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
  • Mentor and train junior-level staff
  • Research and understand industry trends, product development, and government regulations
  • Perform other responsibilities and duties, as needed

The most qualified candidate will possess the following:

  • Bachelor's Degree in Risk Management, Business Administration, or related field (preferred)
  • Minimum of seven (7) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience
  • Prior experience servicing construction, manufacturing and waste industry clients - strongly preferred
  • In-depth knowledge of casualty coverages and policy language
  • Completed CPCU, CRIS or other industry specific designations (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

Date Posted

09/01/2023

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