Senior Account Executive - Real Estate

Denver, Colorado, United States of America

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.

The Senior Account Executive, Real Estate serves as a strategic advisor and primary service lead, delivering exceptional client experience while managing complex insurance programs and risk management solutions. This role is responsible for developing and executing marketing strategies, leading renewal and new business initiatives, and fostering strong relationships with clients, carriers, and internal teams.

• Understand and perform marketing and account services to provide the broadest and most competitive quality product for Lockton clients
• Informed of the client's overall business, operations, and risk management needs; anticipate when and how to respond
• Advanced knowledge of insurance industry developments and all products available in the insurance marketplace
• Develop and maintain dependable working relationships with carriers and other providers
• Manage marketing strategies and selection for complex new and renewal business and maintain communication with the account team during the entire marketing process to protect current business and secure new business
• Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client
• Coordinate the renewal of current client business:
  • Provide a renewal notice to Producer and set up renewal meeting 120 days prior;
  • Complete exposure checklist;
  • Create and update coverage specifications;
  • Deliver submission to markets;
  • Review quotes and prepare proposal;
  • Arrange and perform renewal presentation to the client;
  • Bind coverage with underwriters before expiration;
  • Make instructions for renewal to the company;
  • Process renewal account with the assistance of the Account Administrator and Account Manager;
  • Review work prepared by the Account Administrator and Account Manager;
  • Prepare summaries, complete final policy checks, close items to discuss in proposal mailing, or deliver policies to client
• Undertake responsibility for new business as directed
• Respond to and fulfill the requirements generated by the Renewal Assistance Program (RAP) report; update the RAP Report when a task is completed
• Work with Accounting to resolve accounting criticisms
• Aid the Account Administrator on audits
• Participate with Producer in the decision-making process on client credit balances over 90 days
• May assist collection supervisor and Producer in collection efforts
• Accountable for the development, implementation, and monitoring of client service plans
• Responsible for the preparation and delivery of stewardship reports
• Oversee, direct, plan, and schedule the work of others, as required. May train and give technical supervision to assigned associates. Has ultimate responsibility for the accuracy of work processed by the Account Administrator, Account Manager, and others
• Process policy endorsements with the assistance of the Account Administrator and Account Manager
• Perform tasks not assigned to the Account Administrator or Account Manager
• Arrange for loss run schedules for clients, when appropriate
• Prepare written correspondence, reports, and analyses, as needed
• Analyze situations, identify problems, recommend solutions, and evaluate outcomes
• Respond promptly to the requests and needs…