Technology Client Executive

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.

-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.