PRS Client Executive

Job title: PRS Client Executive

About the Role The PRS Client Executive drives new business opportunities and strengthens relationships with large, complex clients in Lockton's Private Risk Solutions. You will lead cross-selling initiatives, provide strategic planning and consulting, and coordinate RFPs and vendor responses to deliver client-focused solutions.

What You'll Do

• Generate new business opportunities through cross-selling.
• Maintain and enhance relationships with existing Clients by executing proactive, creative, and ongoing contact initiatives.
• Work at a strategic level with large and complex Clients.
• Generate revenue from cross-selling.
• Proactively understand the requirements and needs of a Client account; provide strategic planning and consulting, including the production of RFPs, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of client reports with recommendations.
• Consult regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Review and assist profitability on all “fee-at-risk” proposals.
• Assist in the establishment and attainment of revenue goals for existing and new business.
• Provide input in the development and implementation of policies and procedures, as well as operating and strategic plans within area of specialty.
• Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
• Oversee issue-resolution between Client and the Vendor.
• Coordinate market selection for new and renewal business on designated accounts.
• Initiate and duplicate new business report activities.
• Negotiate program terms and costs.
• May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control.
• Provide information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge.
• Research industry trends, product development, government regulations.
• Perform other responsibilities and duties as needed.

What We're Looking For

• Bachelor’s Degree in Business Administration or related field and/or 7+ years of Client services experience (typically more than 7 years).
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge and experience within the 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 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.

Compensation & Benefits

• Lockton offers industry-leading health insurance and additional options to support your overall health and wellbeing.
• About Lockton: the largest privately held independent insurance brokerage in the world, with 13,100+ Associates in over 155 countries.