Account Executive - Real Estate

Lockton   •  

Dallas, TX

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 108 days ago

This job is no longer available.

Description:

  • Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going 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 understand pipelines for acquisition, divestiture and development
  • Design and deliver client presentations and proposals,
  • Manage timelines and workflows
  • Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claimsexperience
  • Assists in the establishment and attainment of revenue goals for existing and new business
  • 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
  • Generates new business opportunities through cross-selling
  • Negotiates program terms and costs
  • 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
  • Mentors and trains junior-level staff
  • Researches and understands industry trends, product development government regulations
  • Performs other responsibilities and duties as needed

Qualifications:

  • Bachelor’s Degree 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 required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • Ability to thrive in an environment with complex and/or ambiguous projects, with strong project management skills
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States