Client Executive – Commercial Insurance, Tampa Real Esta...
Tampa, Florida, United States of America
Client Services
2501XB
Client Executive – Commercial Insurance, Tampa Real Esta...
Tampa, Florida, United States of America
Client Services
2501XB
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Southeast Series
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
The Client Executive will be working with some of Lockton’s top Producer’s to assist with the creation, implementation and monitoring of both strategic and tactical initiatives focused on the acquisition of new clients and the retention of existing clients. This person will work directly with account teams, be responsible for understanding and assisting with the proposal process, research individual prospective clients, as well as new market segments, manage client data and run communication initiatives. This incumbent with the demonstrated qualities, may grow into either production or higher level management positions.
ESSENTIAL DUTIES (but not limited to the following):
· Sales process assistance:
· Maintaining and building presentations
· Collecting, managing and distributing prospect data
· Policy information, loss data, statement of values
· Figuring rates and loss ratios
· Distributing relevant data to members of account teams
· Client and prospect communication
· Working with Producers to create and develop relevant information to send to both clients and prospects
· Intensive prospect research
· Meeting preparation
· Conference planning
· RFP assistance
· Strategic initiatives
· Assist in the development and implementation of strategic sales initiatives in the new product /service offerings and/or market research
Qualifications
· At least three years B2B sales experience preferably in complex transaction environments
· Bachelor degree required; higher level degree desired
· Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required; must be results-driven with the ability to change priorities as needed.
· Able to receive and digest feedback and constructive criticism
· Creative/innovative approach to business
· Proven ability to manage and overcome adversity
· Values and ethical approach to business and operates with integrity
· Natural curiosity and willingness to grow and learn
· Proficiency in the use of Microsoft Word and Excel, PowerPoint; PowerPoint required
· Ability to compile, analyze, and interpret financial information and data to facilitate decision making
· Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
· Willingness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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