VP, Senior Account Executive - People Solutions

Lockton • Charlotte, NC

5h • Onsite

About The Position

The Account Executive is the strategic leader of the client management team. With an advanced/expert level in supporting the client's benefits strategy for multiple levels of complexity, funding strategies, and needs. This person works closely with each client to develop and drive a benefits strategy aligned with organizational goals and objectives. The Account Executive supports the client in developing a measurement strategy to monitor the success of the programs implemented and recommends modifications as appropriate. A trusted advisor who is responsive and receptive to client needs, the Account Executive provides innovative solutions and industry best deliverables. The Account Executive provides leadership, direction, coaching and mentorship to the Account Managers and Account Analyst on the service team.

Requirements

• 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

Responsibilities

• Responsible for overall client satisfaction, client relationship and client retention. Engages and resolves highly escalated client service matters. Defines annual service calendar activities.
• Drives strategy planning process with client. Evaluates utilization data and financial health of client to make recommendations for pre-renewal and stewardship planning. Has a sound understanding of market innovation and disruptors and the impact it could have on a client.
• Defines communications strategy for annual plan year communications. Is also responsible for assisting a client in the development of a long-term communication campaign aimed at increasing employee engagement that supports the client's overall objectives.
• Monitors account expenses and insures that billing and invoicing is up to date. Is also 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 5,001-10,000 employees