
Account Executive - Real Estate Insurance
Lockton, Hollywood, FL, United States
Account Executive - Real Estate Insurance at Lockton
Overview Join to apply for the Account Executive - Real Estate Insurance role at Lockton.
Responsibilities Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and ongoing 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
Consults with Clients to review investment options, services, fees, strategies and goals
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
Reviews and issues profitability assists on all “fee-at-risk” proposals
Assists in the establishment and attainment of revenue goals for existing and new business
Provides input in the development and implementation of policies and procedures, as well as operating and strategic plans within area of specialty
Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
Oversees issue-resolution between Client and the Vendor
Coordinates market selection for new and renewal business on designated accounts
Initiates and duplicates new business report activities
Generates new business opportunities through cross-selling
Negotiates program terms and costs
May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
Mentors and trains junior-level staff
Researches and understands industry trends, product development and government regulations
Qualifications Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically more than 7 years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills
Demonstrates strong working knowledge and experience within the brokerage industry
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required
Ability to comply with all company policies and procedures, protecting confidentiality of Client and company information
Ability to organize work and manage time to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment and work on a computer for extended periods
Ability to work outside of normal business hours as needed
Legally able to work in the United States
Seniorities and Employment Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Sales and Business Development
Industries: Insurance
#J-18808-Ljbffr