Senior Account Executive - People Solutions

Lockton • Pembroke Pines, FL

1h

About The Position

The Senior Account Executive is the leader of a multi-level risk management team, translating clients’ risk and loss profiles into solutions that include program design and pre- and post-loss risk strategies. The role builds trusted, long-term relationships with clients, producers, and associates to support business growth, and drives execution of account strategies by delegating and empowering account managers and account analysts. The position is expected to uphold Lockton’s cultural values and treat associates, clients, and vendors with dignity and respect.

As a strategic advisor, the Account Executive is responsible for client satisfaction, relationships, and retention. The role leads client strategy planning, evaluates changes in exposure and business, client goals, and financial health, and recommends pre-renewal and stewardship plans. It communicates with clients and insurance markets on strategically significant matters, leads complex carrier negotiations, and oversees account expenses, billing, invoicing, and profitability.

The Account Executive collaborates with clients to establish strategic goals and is accountable for successful marketing execution. Responsibilities include reviewing quotes and recommendations, negotiating with carriers, presenting recommendations, documenting client acceptance of renewal strategies, resolving escalated issues, supporting carrier relationships, and overseeing onboarding. The role also establishes client reporting metrics, coordinates reporting with the client service team, and provides clients with summaries and key highlights.

Success in the role requires customer focus, technical and professional expertise, clear communication, business acumen, execution, and strong planning and organizational skills. Intermediate proficiency in using generative AI responsibly is required.

Requirements

• 8–10 years of experience in property and casualty client services, including servicing and placement.
• 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 ability to obtain one immediately.
• Advanced knowledge and intermediate understanding of Property and Casualty coverage lines.
• Advanced knowledge of client risk-financing strategies and products, such as guaranteed-cost, loss-sensitive, and collateral arrangements.
• Ability to address financial and collateral considerations with insurance markets on behalf of clients.
• Excellent relationships with insurance and carrier markets in assigned areas, or ability to develop those relationships immediately.
• Intermediate to advanced negotiation skills related to insurance marketing and placement, including positioning risks to underwriters to support strong outcomes.
• Strong working knowledge of the changing vendor landscape, including new market entrants and cutting-edge products and solutions.
• Expert knowledge of federal and state legislation and legal issues related to the insurance industry.
• Ability to compile, analyze, and interpret complex financial information and data to support decisions and translate findings into client-focused strategic recommendations.
• Full proficiency in Microsoft Word, Excel, and PowerPoint.
• Executive presence and presentation skills, with the ability to influence at executive levels.
• Intermediate AI proficiency: ability to use generative AI tools for research, analysis, communication, and workflow optimization; validate AI-generated outputs; exercise sound judgment about data privacy, security, and regulatory requirements; and identify opportunities to improve team effectiveness through responsible AI use.
• Demonstrated customer focus, technical and professional knowledge, communication, business acumen, execution, and planning and organizing skills.

Responsibilities

• Serve as the strategic advisor for clients and take responsibility for client satisfaction, relationships, and retention.
• Resolve highly escalated client service matters and strategic initiatives.
• Lead client strategy planning, evaluating exposure and business changes, client goals, and financial health to recommend pre-renewal and stewardship plans.
• Communicate with clients and insurance markets on strategically significant matters.
• Lead complex negotiations with carrier markets and conduct final carrier negotiations when necessary.
• Monitor account expenses, ensure billing and invoicing are up to date, and oversee account profitability in collaboration with the producer.
• Work with clients to define strategic goals and ensure successful marketing execution.
• Review final quotes and recommendations, present recommendations to clients, document client acceptance of renewal strategies, and resolve escalated renewal issues.
• Support new carrier relationships and act as an escalation point for renewal implementation issues.
• Direct client onboarding using standard processes and checklists, including BORs, fee agreements, documenting client expectations, and systems and file documentation.
• Establish client reporting metrics, coordinate reporting with the client service team, and provide clients with summaries and key highlights.
• Lead the multi-level risk management team and delegate and empower account managers and account analysts to execute account strategies.
• Use responsible generative AI tools for research, analysis, communication, and workflow optimization; validate outputs and apply sound judgment regarding privacy, security, and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior