Commercial Insurance - Account Executive

Lockton   •  

Hartford, CT

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 40 days ago

The Account Executive will be responsible for servicing and marketing needs of Lockton clients under the general guidance of the Unit Manager.


Job Responsibilities: 

  • Coordinate the renewal of current client business from origination to completion; assist Unit Manager in developing and cross selling of new business.
  • Prepare articulate and polished presentations (oral and/or written) for all levels of client contacts. 
  • Respond in a timely manner to the requests and needs of the client, producer and/or unit manager.
  • Prepare written correspondence, report, and analyses as needed.
  • Attend unit meetings, educational workshops, carrier functions, staff meetings, and social events as needed.
  • Out of town travel as required.


  • Bachelor’s degree in Business or related field; or equivalent education and work experience.
  • 5-10 years experience with complex commercial property and casualty account management.
  • Effective time management skills necessary to prioritize workflow and manage priorities.
  • Ability to influence outcomes through professional, tactful negotiation and persuasion.
  • Strong analytical and problem-solving skills.
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
  • Demonstrated presentation skills (preparation and execution).
  • Ability to compile, analyze and interpret financial information and data to facilitate decision-making.
  • Current insurance license or the ability to obtain a license; ARM, CRM, or CPCU certification preferred.
  • Working knowledge of MS Word, Excel and Outlook.