Senior Account Manager-Private Equity

We are growing and are looking to add a Senior Account Manager (SAM) to our Private Equity team. The SAM will have a key role in supporting client relationships along with senior members of the team.

Specific responsibilities include:

• Servicing and marketing needs for current and prospective Lockton clients with a focus in the Private Equity space.
• Direct interaction, client engagement and relationship building within the insurance marketplace are key components for this position.
• The Senior Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers supporting Private Equity business.
• An entrepreneurial spirit with a desire to continually expand knowledge of Private Equity and grow within the company.

• Bachelor's degree or equivalent education and/or experience.
• Five+ years' working knowledge of employee benefits or related experience.
• Experience in marketing and servicing the employee benefit programs.
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications.
• Develop and maintain strong working knowledge of Presentation Master.
• Demonstrated analytical and problem-solving skills.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Strong public speaking skills to present during Enrollment Meetings.
• Willingness to delegate as appropriate.
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others.
• Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
• Managing workflows proactively without AE interaction and in accordance with AQ guidelines, and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome.
• Ability to present proposals to clients in a professional manner.
• Ability to coach and mentor other Associates.
• Ability to consult clients on other Lockton services and insurance needs.
• Ability to analyze quotes for coverage adequacy
• Personal presence to interface with insurance carriers' representatives.
• Ability to travel by automobile and aircraft, and stay for more than one day and night.
• Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility.
• Legal right to work in the United States.
• The desire to take on a leadership role both internally and externally at Lockton.