Account Executive- Real Estate

Salt Lake City, Utah, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Position Responsibilities

Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients

Informed of the client’s overall business, operations, and risk management needs; anticipate when and how to respond

Comprehend and be well-informed on the insurance industry developments and all products available in the insurance marketplace

Develop and maintain dependable working relationships with carriers and other providers

Manage 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 business

Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client

Coordinate the renewal of current client business

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

Complete exposure checklist

Create and update coverage specifications

Deliver submission to markets

Review quotes and prepare proposal

Arrange and perform renewal presentation to the client

Bind coverage with underwriters before expiration

Make instructions for renewal to the company

Process renewal account with the assistance of the Account Administrator and Account Manager

Review work prepared by the Account Administrator and Account Manager

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

Undertake responsibility for new business as directed

Accountable for the development, implementation, and monitoring of client service plans

Responsible for the preparation and delivery of stewardship reports

Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates. Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and others

Perform tasks not assigned to the Account Administrator or Account Manager

Prepare written correspondence, reports, and analyses, as needed

Analyze situations, identify problems, recommend solutions, and evaluate outcomes

Respond promptly to the requests and needs of clients and Lockton associates

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 products

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 others

Interface with top management of other businesses, representing Lockton in the highest professional manner

Accumulate required continuing education credits to maintain a current insurance license

Attend position-related seminars/classes, carrier functions, and social events as required

Perform other work-related duties as assigned

Qualifications

Bachelor's Degree in Business Administration or related field and/or years of experience equivalent

Typically, 7+ years of Client services experience is required

Minimum of five years of working knowledge of commercial property and casualty coverages and services required

At least three years of experience marketing and servicing the insurance needs of commercial accounts required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Demonstrates professional, tactful negotiation and persuasion skills to achieve objectives

Demonstrates strong working knowledge and experience within the brokerage industry

Understands industry trends and governmental regulations

Ability to attend industry training sessions company as required

Strong attention to detail required

Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed

Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines

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 manner

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

Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.

How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.

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