- Property & Casualty License
- Microsoft Word
- Microsoft Powerpoint
The Account Executive is the leader of multi-level risk management team responsible for translating risk and loss profiles into solutions which include program design and pre and post loss risk strategies. They build long term trusted advisor relationships with clients, producers, and associates supporting business growth. The Account Executive drives accountability for execution of account strategies, by delegating and empowering account managers and account analysts supporting client team. The Account Executive always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Building Client Relationships: Ensuring that the client’s (internal or external) needs are met; building productive relationships with all clients; taking accountability for client satisfaction and loyalty; using appropriate interpersonal techniques to prevent and resolve escalated client complaints and regain client confidence.
Strategic Planning: Obtaining information and identifying key issues and relationships relevant to achieving a long-range goal; committing to a course of action to accomplish a long-range goal after developing alternatives based on logical assumptions, facts, available resources, constraints, and organizational values.
Business Acumen: Using one’s knowledge of economic, financial, market, and industry trends to understand and improve individual, work group, and/or organizational results; using one’s understanding of major business functions, industry trends, and own organization’s position to contribute to effective business strategies and/or tactics.
Decision Making: Identifying and understanding problems and opportunities by gathering, analyzing, and interpreting quantitative and qualitative information; choosing the best course of action by establishing clear decision criteria, generating and evaluating alternatives, and making timely decisions; taking action that is consistent with available facts and constraints and optimizes probable consequences
Adaptability: Maintaining effectiveness when experiencing major changes in work responsibilities or environment (e.g., people, processes, structure, or culture); adjusting effectively to change by exploring the benefits, trying new approaches, and collaborating with others to make the change successful.
Driving Innovation: Creating an environment (culture) that inspires people to generate novel solutions with measurable value for existing and potential clients (internal or external); encouraging experimentation with new ways to solve work problems and seize opportunities that result in unique and differentiated solutions.
Planning and Organizing: Establishing an action plan for self and others to complete work efficiently and on time by setting priorities, establishing timelines, and leveraging resources.
Stress Tolerance: Maintaining stable performance under pressure or opposition (e.g., experiencing time pressure, conflict, or job ambiguity); handling stress in a manner that is acceptable to others and to the organization.
Creating a Culture of Trust: Fostering a work environment that encourages people to act with integrity and treat each other and their ideas with respect; creating and protecting a high-trust environment by setting an example, advocating for others in the face of challenge, removing barriers to trust, and rewarding others for demonstrating behaviors that cultivate trust.
Courage: Proactively confronting difficult issues; making valiant choices and taking bold action in the face of opposition or fear.
Delegation and Empowerment: Identifying and leveraging opportunities to accelerate results and build capability by assigning tasks and decision-making responsibilities to individuals or teams with clear boundaries, expectations, support, and follow-up.
Coaching: Engaging an individual in developing and committing to an action plan that targets specific behaviors, skills, or knowledge needed to ensure performance improvement or prepare for success in new responsibilities.
We Live Service! Providing the best solutions for our clients is fundamental to our business. This client focus means we act with integrity and as a trusted advisor. We learn our clients’ business and build partnerships. We always put our clients’ interests first.
We run at Lockton Speed! We make decisions locally, with a sense of urgency. We are responsive to clients, our teams and our partners. Be quick, but don't hurry! This means get it done right the first time with efficiency, speed, and most importantly quality.
We make it happen! There is no bureaucracy. We are open to solving problems in new ways. We are free to do the work that we love, take risks, while making responsible professional decisions. We value independence, new ideas, and informed opinions.
We have a passion for our work. We have high expectations for our self and others. We are intensely competitive, and aggressively pursue the best solutions. We are intentional in how we work, and use drive and grit and move through challenges. We thrive on difficult challenges.
It's Personal. Our relationships matter. We are in this together with our associates, clients, and communities. One team, where candid and straightforward interactions allow for proactive collaboration. We work through challenges, celebrate our successes, learn and grow.
Knowledge and Experience:
7+ years’ experience in a broking role within the property and casualty insurance industry
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry
Current Property and Casualty insurance license or the ability to obtain immediately
CPCU/ARM or equivalent designation preferred
Firm working knowledge of property and casualty disciplines in multiple product lines
Advanced knowledge of different risk financing strategies and products available to clients
Excellent relationships with insurance/carrier markets in assigned areas, or ability to develop same immediately
Strong working knowledge of the changing carrier landscape including new entrants into the marketplace and cutting-edge products and solutions
Strong working knowledge of federal and state legislation and legal issues related to the insurance industry
Translate complex financial information and data to facilitate decision making and best meet the client’s strategic objectives
Full proficiency in the use of Microsoft Word, Excel, and PowerPoint.