Technology Client Executive

Job description

Job Summary Essential Responsibilities -Develop and maintain strong, long-term relationships with assigned clients through proactive and ongoing engagement. -Serve as the primary strategic advisor, understanding each client's unique business goals, challenges, and risk management objectives. -Provide strategic planning and consultative support, including the development of Requests for Proposal (RFPs), coordination of vendor responses, comparative analysis, and recommendation development. -Advise clients on insurance, employee benefits, investment options, vendor services, fee structures, and overall program strategies. -Review client claims activity, utilization trends, and financial performance to identify opportunities and provide recommendations. -Evaluate and issue profitability assessments for fee-at-risk proposals. -Support the achievement of revenue and growth objectives through client retention, cross-selling, and new business development opportunities. -Coordinate marketing strategies and market selection for new and renewal business. -Negotiate favorable program terms, coverage solutions, and pricing with carriers and vendors. -Facilitate issue resolution between clients and insurance carriers, vendors, and service providers. -Collaborate with internal teams to ensure seamless delivery of client services, including claims, loss control, and account management support. -Develop and maintain strong relationships with insurance carriers, broker servicing networks, and strategic partners. -Contribute to the development and implementation of departmental procedures, operating practices, and strategic initiatives. -Monitor industry trends, emerging products, competitive market conditions, and regulatory developments to provide informed client guidance. -Mentor, coach, and support the development of junior team members. -Participate in business development activities and represent Lockton in client and industry settings. -Perform other duties and responsibilities as assigned.

Requirements -Bachelor's degree in Business Administration, Risk Management, Finance, Insurance, or a related field; equivalent professional experience will be considered. -Typically 7+ years of client-facing experience within the insurance brokerage, risk management, employee benefits, or related consulting industry. -Demonstrated expertise in insurance brokerage operations, carrier negotiations, and client relationship management. -Strong understanding of industry trends, regulatory requirements, and market dynamics. -Business development and revenue growth mindset. -Strong knowledge of insurance markets, carriers, and risk management solutions. -Commitment to delivering exceptional client service and outcomes. -Proven ability to consult with senior-level client stakeholders and provide strategic recommendations. -Strong analytical and problem-solving skills with the ability to evaluate data and develop actionable solutions. -Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint. -Ability to travel as needed by automobile and air to support client and business objectives. -Legally authorized to work in the United States.