• Generates new business opportunities through cross-selling • Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives • Works at a strategic level with large and complex Clients • Generates revenue from cross-selling • 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 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 • 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 • Researches and understands industry trends, product development government regulations • Performs other responsibilities and duties as needed • 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 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 #LI-JM