Senior Account Executive, Team Lead - Commercial Construction

Lockton-posted 3 months ago
Pembroke Pines, FL
5,001-10,000 employees
Insurance Carriers and Related Activities
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The Account Executive is the leader of a 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 the client team. The Account Executive always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.

  • Strategic advisor for client. Responsible for overall client satisfaction, client relationship and client retention.
  • Engages and resolves highly escalated client service matters and strategic initiatives.
  • Drives strategy planning process with client. Evaluate exposure changes, business changes, client goals and financial health of client to make recommendations for pre-renewal and stewardship planning.
  • Communications with client and markets related to matters of strategic significance. Leads complex negotiations with carrier markets.
  • Monitors account expenses and ensure that billing and invoicing is up to date.
  • Responsible for the overall profitability of the account and working with the producer on a mutually agreeable client engagement.
  • In collaboration with client, defines strategic goals and is accountable for the execution of a successful marketing.
  • Reviews final quotes and recommendations, conducts final negotiations with carriers (if necessary), presents recommendation to the clients, and documents client acceptance of renewal strategy.
  • Resolves escalated renewal issues.
  • Support new carrier relationships and act as an escalation point for issues during renewal implementation.
  • Direct client onboarding activities following standard process and checklists including BOR, Fee agreements, documenting client expectations, and systems and file documentation.
  • Establish key reporting metrics for each client and coordinate with client service team to deliver reporting.
  • Provide a summary overview to client with key highlights to reporting.
  • Customer Focus: Ensuring that the customer's perspective is a driving force behind strategic priorities, business decisions, organizational processes, and individual activities.
  • Technical/Professional Knowledge and Skills: Having achieved a satisfactory level of technical, functional, and/or professional skill or knowledge in position-related areas.
  • Communication: Conveying information and ideas clearly and concisely to individuals or groups in an engaging manner.
  • Business Acumen: Using knowledge of economic, financial, market, and industry trends to understand and improve individual, work group, and/or organizational results.
  • Execution: Ensuring others contribute to organization strategies by focusing them on the most critical priorities, measuring progress, and ensuring accountability against those metrics.
  • Planning and Organizing: Establishing an action plan for self and others to complete work efficiently and on time.
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