Account Executive- Real Estate

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 review investment options, bender services, fees, strategies and goals Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience Reviews and issues profitability assists on all “fee-at-risk” proposals Assists in the establishment and attainment of revenue goals for existing and new business Provides input in the development and implementation of policies and procedures, as well and 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 Initiates and duplicates new business report activities Generates new business opportunities through cross-selling Negotiates program terms and costs May 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 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 in Business Administration or related field 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 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

Maintains and enhances client relationships through proactive consulting, strategic planning, and the management of RFP processes. Oversees vendor relationships and coordinates market selection for new and renewal business while mentoring junior staff.

Requires a Bachelor's degree in Business Administration or equivalent experience, typically with over 7 years of client services experience. Must possess strong brokerage industry knowledge and the ability to travel by automobile and aircraft.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Client Relationship Management
• Strategic Planning
• RFP Production
• Brokerage Industry Knowledge
• Cross-selling
• Negotiation
• Mentoring
• Market Selection
• Claims Analysis
• Microsoft Office Suite
• Office Equipment
• Calculators
• Support Services
• Cross-Selling
• Ability To Meet Deadlines
• Microsoft Excel
• Brokerage
• Business Administration
• Business Reporting
• Client Services
• Confidentiality
• Consulting
• Interpersonal Communications
• Problem Solving
• Risk Management
• Mentorship
• Microsoft Outlook
• Microsoft Office
• New Product Development
• Microsoft PowerPoint
• Request For Proposal
• Time Management
• Coordinating

• Sales
• Finance & Accounting
• Consulting
• Management & Leadership
• Customer Service & Support
• Account Executive
• Account Executive (General)
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

Formation minimale

Baccalauréat

Expérience minimale

5+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine