Associate Account Executive

Job Summary:

Maintain and enhance Lockton's relationships with existing clients by executing proactive, creative, and on-going contact initiatives
Provide strategic planning and consulting advice, in partnership with Account Executives and/or Producers, to clients including the production of Requests for Proposal (RFP), coordination of vendor responses, analysis and comparison of RFP responses, and preparation of client reports and recommendations
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
Negotiate program terms and costs
Assist with the coordination of day-to-day administrative activities among those servicing the client's account
Research and apply industry trends, product development, and government regulations
Mentor and train junior-level staff
Perform other responsibilities and duties, as needed and/or requested
Requirements:

Bachelor's Degree in Risk Management, Business Administration, or related field (preferred)
Minimum of five (5) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience (large, complex account management experience 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