Apply on Employer Site

Lockton · 1 day ago

National Client Executive

Overland Park, KS

Full-time

Onsite

Senior Level

Lockton Affinity is searching for a Unit Manager to join their team. The Unit Manager is responsible for the overall performance and growth of assigned programs, achieving budgeted revenue goals, and maintaining strong relationships with clients and stakeholders.

Auto InsuranceInsuranceRisk Management

No H1B

Hiring Manager

Grace Moore

Responsibilities

Develops the annual revenue budget for assigned programs

Establishes and executes annual strategic plan for designated programs

Maximizes all potential revenue from existing programs

Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal

Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate

Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues

Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client’s needs

Understands the overall business, operations and needs of the client

Become the subject matter expert with respect to competition and industry trends

Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business

Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates

Protects the confidentiality of client information

Ability to build strong, dependable relationships with internal associates & external partners

Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed

Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes

Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events

Prepares internal and external written correspondence, reports, and analyses as needed. Ability to handle professional sales and marketing presentations at client locations and at industry functions

Makes timely insurance presentations to clients and knows when to involve producer and others on same

Qualification

Current insurance licenseCommercial property/casualty knowledgeCommercial rating conceptsMicrosoft products proficiencyPresentation skillsTime managementClient focusCommunication skillsNegotiation skillsProblem-solving skills

Required

Bachelor of Arts degree in business related program or equivalent education and/or experience

Current insurance license and ability to maintain active status going forward

Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance

Full working knowledge of commercial property/casualty coverages and services

Firm understanding of commercial rating concepts

Strong working knowledge of Microsoft products (Word, Excel, Outlook, Powepoint) or similar software applications, including spreadsheet and formula calculations

Exceptional organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines

Strong presentation skills including preparation and execution

Personal presence to interface with top management of other businesses, representing Lockton Affinity in the highest professional manner

Firm, fluent grasp of English language with high level verbal, written, and interpersonal skills to interact with associates and clients at all levels of responsibility

Proven ability to communicate professionally, instill confidence and comfort with clients so that long term partner and business relationships are established

Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives

Substantial experience in servicing the insurance needs of commercial accounts and Program clients

Ability to analyze and solve problems, including research and investigation skills

Continually meets and exceeds objectives, with proven commitment and confidence

Demonstrated understanding of when to proceed alone and when to involve the producer or other internal Associates

Ability to follow internal controls and procedures

Legal right to work in the United States