Life Insurance Account Executive

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 .

Purpose

To develop, manage, preserve and enhance the relationship with and the service provided to clients. To ensure overall core servicing standards are maintained. Contribute towards expanded client service revenue goals, including assisting in the acquisition of new business when required.

Key Tasks and Responsibilities:

• Identify a client’s risk management objectives.
• Handle all operational matter across the year from production requests to invoicing review.
• Agree and implement a client service plan and annual timetable of visits appropriate to the size and complexity of the client, to build commitment, develop relationships and review our performance.
• Implement, monitor and control the renewal procedure.
• Advise upon changes in perceived risk exposures.
• Co-ordinate the use of other Lockton specialist teams where required.
• Assist clients in the event of major claims and ensure the overall claims service provided is to the agreed Lockton standards.
• Review with appropriate associates at the earliest opportunity, any case under attack or where perceived vulnerable or where there are concerns about the relationship and implement, monitor and oversee.
• Identify and progress new business leads.
• Provision of management information.

Basic Qualifications

• Bachelor’s degree in business, or a related field
• At least 3 years of working experience in the insurance field (Life)
• An understanding of the general, legal principles of insurance
• Excellent written and spoken English skills
• Excellent communication skills with an ability to build close relationships
• Competent in Microsoft Office

Preferred Qualifications

• Good time management skills
• Meticulous and attentive to detail
• Highly motivated and a team player with good interpersonal skills
• Positive attitude towards work and learning

Equal Opportunity Employer

Lockton is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive and diverse 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 10,000+ Associates doing business in over 100 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.

• Competitive Salary and Benefits Package
• Professional experience in a truly global company that is reshaping the industry
• Excellent growth opportunities
• Benefit from a collaborative approach with in-country specialists to assist you in driving growth
• Support, coaching and development to help you to be the best you can be
• Hybrid working model, offering you flexibility and a great working environment