Small Commercial- Account Executive

Lockton Affinity, in Overland Park, KS is searching for an experienced and dynamic Account Executive to join their Small Commercial Brokerage Team. This Account Executive is responsible for the marketing, servicing, and consulting efforts for current and prospective Lockton clients. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

YOUR RESPONSIBILITIES

• Maintains and enhances Lockton’s relationships with existing and prospective Clients by executing proactive, creative, and on-going contact initiatives, ensuring the highest level of customer satisfaction.
• Proactively understands the requirements and needs of a client account and provides tailored insurance solutions to meet those needs.
• 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.
• Responsible for qualifying, marketing, quoting, presenting and binding business.
• Conduct regular reviews of clients' insurance portfolios to ensure adequate coverage and opportunities for improvement.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Collaborate with underwriters and other professionals to negotiate insurance terms and conditions beneficial to clients.
• Effectively communicates to a wide range of audiences and can adjust style of communication to suit situation.
• Assists in the establishment and attainment of revenue goals for new and existing 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.
• Initiate and duplicates business report activities.
• Generate new business opportunities through cross-selling.
• 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.
• Stays current on industry trends, market conditions, and regulatory changes that may impact Lockton clients.
• Mentors and trains junior-level staff.
• Participate in networking events and industry conferences to build professional connections.
• Performs other responsibilities and duties as needed.
• Bachelor’s degree preferred or equivalent education and / or experience in insurance.
• A minimum of 7 years of Working knowledge of commercial property / casualty coverages.
• A minimum of 7 years of client service experience within and the brokerage industry or equivalent.
• Current P&C insurance license.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Exceptional organization, communication, problem-solving skills and attention to detail.
• Understanding of commercial rating concepts, compliance requirements, and federal legislation.
• Strong analytical skills with the ability to assess risk and develop appropriate strategies.
• Ability to work with computer technology with little instruction with proficiency at spreadsheet and word processing programs.
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• High level of integrity and ethical standards.
• Proficient in Microsoft Office software.

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.

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