Benefits Account Executive Resume Samples

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Gerhard
Mohr
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+1 (555) 498 5121
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Experience Experience
11/2016 present
Boston, MA
Health & Benefits Account Executive
Boston, MA
Health & Benefits Account Executive
11/2016 present
Boston, MA
Health & Benefits Account Executive
11/2016 present
  • Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development
  • Manage client projects
  • Contact with customers and insurance companies for the activation and management of insurance policies
  • Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) when there is no Client Service Manager
  • Prepare and manage corporate insurance programs (such as retirement plans, life insurance policies, accident insurance policies, RSMO, etc.. )
  • Establish and maintain active relationships with our clients
  • Manage the assigned Employee Benefits’s customer portfolio
06/2011 05/2016
Philadelphia, PA
Employee Benefits Account Executive
Philadelphia, PA
Employee Benefits Account Executive
06/2011 05/2016
Philadelphia, PA
Employee Benefits Account Executive
06/2011 05/2016
  • Proactively provide Associate (AM, AA) performance feedback to Unit Manager
  • Provide limited assistance to clients on compliance issues and determine with Unit Manager if legal advice is necessary
  • Assist Producer with new sales opportunities as assigned by Unit Manager
  • Participate in Management Activities as defined by Unit Managers and COO
  • Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
  • Develops relationships beyond the Producer’s relationship with the key decision makers
  • Good working knowledge of federal and state legislation and legal issues related to the insurance industry
07/2004 01/2011
Philadelphia, PA
Group Benefits Account Executive
Philadelphia, PA
Group Benefits Account Executive
07/2004 01/2011
Philadelphia, PA
Group Benefits Account Executive
07/2004 01/2011
  • Participates in management meetings and takes responsibility for sales improvement initiatives
  • Complete and maintains accurate sales forecasts, data gathering and reports for Business Management
  • Grow and maintain effective relationships with management teams of assigned financial centres as well as members of CSF regional teams
  • Develops quotations in cooperation with the Quotations team based on identified sales strategy and information collected from customer or partners as assigned
  • Works with all internal and external contacts to satisfy clients and achieve company goals
  • Adheres to sales approach as defined by Agency and marketing
  • Exceeds monthly sales targets
Education Education
Bachelor’s Degree
Bachelor’s Degree
University of Kentucky
Bachelor’s Degree
Skills Skills
  • Personal computer skills using Microsoft Office Suite
  • Physical ability to conduct travel
  • Act as first line of contact for clients in reviewing and responding to questions regarding coverage, billing and claim issues
  • Build and cultivate relationships with clients at all levels within their organization from key decision makers to day-to-day representatives by making regularly-scheduled calls and providing excellent service
  • Work directly with key client contacts to identify operational changes and HR potential risks. Responsible for day-to-day account management of the smaller accounts assigned to them
  • Collaborate with Brokers during pre-renewal meetings to set strategy for client renewals
  • Profile account and manage all marketing activity with insurance markets
  • Analyze and identify potential risks for the client, as well as cross-selling and up-selling opportunities and effectively present the coverage options to the client
  • Communicate directly with vendor partners to obtain the best possible product and price
  • Accurately maintain agency documentation, files, suspense and follow up within the agency’s document management system
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15 Benefits Account Executive resume templates

1

Group Benefits Account Executive Resume Examples & Samples

  • Having the appropriate Life, Accident and Sickness insurance licence in good standing, represents ADP Insurance Solutions in a positive and professional manner
  • Prospecting via telephone within ADP's existing client database for new group insurance opportunities
  • Follows up on leads referred by sales associates within other ADP departments
  • Performs needs analysis for potential group insurance clients
  • Exceeds monthly sales targets
  • Adheres to sales approach as defined by Agency and marketing
  • Adheres to professional compliance guidelines
  • Works with all internal and external contacts to satisfy clients and achieve company goals
  • Conducts Contract Administration Requests including adds, deletes, and changes within Salesforce application
  • Complete and maintains accurate sales forecasts, data gathering and reports for Business Management
  • Conducts Post-Sale Follow Up (call client to ensure welcome letter and contract start date are correct) in coordination with client services team
  • Develops quotations in cooperation with the Quotations team based on identified sales strategy and information collected from customer or partners as assigned
  • Participates in management meetings and takes responsibility for sales improvement initiatives
2

Benefits Account Executive Resume Examples & Samples

  • Meet with customers when necessary to discuss proposals, renewals, service, or any matter of importance to client
  • Assist client in their insurance needs, find answers to questions and resolve problems working either by phone, in person, or by e-mail
  • Act independently of Account Executive in his/her absence
  • Process renewals, applications, changes endorsement, certificate of insurance, auto ID cards and other items as needed or requested by client
  • Review policy information to verify accuracy and prevent errors/omissions
  • Create and maintain computer files and suspense for follow up
  • Contact carriers regarding claims, applications, renewals, premiums, coverage, changes, and any items needed to service client
  • Assist in explaining and collecting overdue premiums/fees
  • Prepare, compile and process various statistical data, reports, correspondence and documentation
  • Prepare and calculate premiums, invoicing, commissions and other accounting related functions
  • Assist in collection of delinquent accounts
3

Health & Benefits Account Executive Resume Examples & Samples

  • Client relationship management to include project management, fee setting, revenue projections, delivery of stewardship report and other key deliverables, provide technical expertise, develop cross selling opportunities with other Aon practices and accountability for meeting all billable recovery goals and internal audit compliance requirements
  • New business development to include meeting new business revenue goals within practice and out of practice, if assigned, prospect/opportunity management, and reporting activity and new business within sales reporting application
  • Manage client projects
  • 10 plus years of healthcare experience
  • 5 plus years of consulting experience
  • College Degree (or equivalent experience)
4

Health & Benefits Account Executive Resume Examples & Samples

  • Prepare/Analyze RFPs, renewals, related information
  • Analyze carrier claims, utilization reports; report findings to clients
  • Peer review technical reports
  • Develop clients’ benefits strategy in concert with other programs
  • Liaison between client and vendor to resolve problems
  • Create/Present Open Enrollment material for client meetings
  • Responsible for client management
  • Ideal candidate will have 10 plus years of client facing experience at an insurance company or brokerage/or consulting experience in the Health & Benefits discipline, with a strong emphasis on health benefits
  • Bachelor’s Degree in related field
5

Group Benefits Account Executive Resume Examples & Samples

  • Train non-group-experienced CSF advisors on group products and the associated sales process for both small and large group cases
  • Conduct joint sales/renewal appointments with advisors in need of training
  • Share best practices with peers in the same role across the country
  • Develop advisors to leverage their groups into individual business opportunities in an effort to provide holistic advice to group plan members
  • Effectively manage a block of customers to support client retention and profitability
6

Benefits Account Executive Resume Examples & Samples

  • Seek out new clients and develop clientele by networking to find new customers and generate a list of prospective clients. Capitalizing on commercial and personal lines cross-selling opportunities and implementing marketing campaigns to meet sales objectives
  • Interview prospective clients to obtain data about their financial resources and needs, the risk to be insured, and to discuss any existing coverage
  • Customize insurance programs to meet individual client needs
  • Obtain quotations and present proposals explaining features, advantages and disadvantages of various policies to promote sale of products
  • Contact carriers and submit appropriate forms to bind coverage and ensure that all policy requirements are fulfilled
  • Service existing clients needs, analyzing insurance program and suggesting additions or changes as needed
  • Confer with clients on claim related issues
  • Provide clients with compliance guidance
  • Good oral and written communication skills including good interpersonal and organizational skills
  • Personal computer skills using Microsoft Office Suite
  • Physical ability to conduct travel
7

Employee Benefits Account Executive Resume Examples & Samples

  • Serve as the primary liaison between the client, insurance carriers and administrators
  • Participate in client, prospect and carrier meetings
  • Communicate and articulate the traditional and self-funded benefit platforms
  • Manage service agreements to ensure the service platform is fulfilled with assigned clients
  • Independently on-board new clients, including enrollment meetings, claims reviews and other meetings as necessary
  • Understand and seek resolution
  • Implement and coordinate wellness strategies
  • Set up new users and clients on software and technology platforms; develop documented process for introducing new clients to proprietary technology and software offerings
  • Demonstrate strategic thinking and innovation based on knowledge of markets, carriers and products for the best interests of the client
  • Review both new policies and renewal policies received to confirm information and coverages are accurate
  • Review, negotiate and market renewals 90-120 days prior to the renewal
  • Strategically manage accounts to retain a minimum of 93% of business year over year
  • Actively manage client stewardship process, pre-renewal process, final renewal delivery
  • Update and maintain data integrity with all client related information in the agency management systems
  • Maintain confidentiality of client information
  • Expertise in employee benefits account management and customer service
  • Proficient in written and verbal interpersonal communication skills
  • Highly motivated and eager to succeed
  • Must be highly organized in order to prioritize and meet deadlines
  • Strong work ethic and commitment to professionalism
  • Possess attention to detail and accuracy
  • Advanced understanding of Employee Benefits, the Affordable Care Act, regulations and compliance standards
  • College degree is preferred
  • A minimum of 2 years’ experience as an Employee Benefits Account Executive
  • Current Life/Health Group I license required
  • Proficient in Microsoft Office Suite, especially Excel; use of internet and able to learn and utilize other computer applications
8

Group Benefits Account Executive Resume Examples & Samples

  • Strong relationship building and interpersonal skills together with strong active listening skills; an entrepreneurial approach is necessary for this role
  • Strong team building skills
  • Willingness to develop as an expert in Group Benefit strategies
  • CEBS Group Benefits Associate (GBA) designation or ability to attain within 3 years
9

Employee Benefits Account Executive Resume Examples & Samples

  • Manages all client required services and maintains client relationship with minimal input from Producers
  • Manages mid market book of business through direction of employees on service team
  • Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities
  • Acts as direct point of contact for client from time of lead
  • Acts as the lead representative to an assigned book-of-business
  • Participates in team selling process including finalist interviews and RFP responses
  • Prepares and presents to client renewal analysis
  • Sells renewal business to existing clients and where applicable, sells additional lines of coverage
  • Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals
  • Provides analysis and recommendations concerning client's existing coverages
  • Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations
  • Receives and responds to client inquiries including benefit and claim questions and issues
  • Reviews client coverage contracts and amendments for accuracy
  • Manages and negotiates third party vendor relationships and contracts on behalf of the client
  • Manages dedicated service team
  • Serves as technical expert, assisting department members to resolve complex issues
  • Create new client sales opportunities
  • 8 - 10 years related work experience
10

Specialty Benefits Account Executive Resume Examples & Samples

  • Being responsible for full oversight of the specialty sale at the direction of the AE/SAE to achieve health plan market sales goals and maintain profitability
  • Advocate for specialty voluntary products to support increase in enrollment and size of sale and negotiate based on broker/customer feedback with underwriting; leveraging rate bank, product discount programs and packaged savings to leverage the best value to the customer
  • Consult with broker and health plan sales teams on strategy calls related to specialty products and process and develop and/or deliver finalist and large broker presentations as specialty subject matter expert
  • Conduct in-depth presentations in market
  • Create and drive strategies for top specialty producing agencies and Brokers
  • Collaborate with Sales Management and/or Health Plan leadership regarding pipeline, persistency, market objectives and develop competitive strategies with specific Brokers / General Agents
  • Work collaboratively with AE / RAC / SAE to support sales, product and process education, and training on employer paid and voluntary specialty products. This position works collaboratively with Generalist AE on external sales calls representing ancillary product offerings
  • Conduct for communication on specialty topics including marketing initiatives that AE / RAC / SAE should be promoting (i.e. product updates, bonus programs, rate cards, drip marketing, etc.)
  • Educates sales support on quoting plan designs & product pre-implementation
  • Develop business relationships with AE / RAC / SAE as a subject matter expert and trusted advisor in order to increase specialty sales
  • Assisting AE / RAC / SAE in developing sales proposals, including anticipating competing products and distinguishing UHC's products from those competing products
  • Demonstrated success in meeting or exceeding sales goals, particularly with specialty products
  • Very strong organizational skills are key to balancing multiple priorities, objectives and customer obligations and time management skills critical to success
  • Relationship Building and Influence
  • Ability to negotiate and close sales
  • Ability to navigate UnitedHealthcare internal departments to produce positive service results for clients and the company
  • Ability to build and maintain strong client and producer relationships; customer focused approach
  • Demonstrated understanding and experience (3-5 years) with ancillary coverages specifically with Life / Disability products
  • Working with / managing a territory of brokers for sales and or account management duties
  • Sales insurance license(s) must be maintained as required by state law in residential and non-residential states in your territory
11

Employee Benefits Account Executive Resume Examples & Samples

  • Account Executive is responsible for keeping all policies and procedures current, working closely with BIG Operations team. Team with producers to manage and meet department goals. Refer customers to BIG P&C and to Berkshire Bank products and financial services products. Meets with producers and or insureds on renewals, market when necessary. Works closely with head of Employee Benefits department to meet the departments financial goals 35%
  • Sets priorities and manages workflow to ensure efficient, timely and accurate placement of new business. Follows all automation work flow procedures for every task completed. Maintains accurate electronic activity log to track all account activity and contact information. 35%
  • Aids clients with service needs and makes changes to existing accounts. Informs and educates clients and producers about policy coverage, changes, exclusions and insurance needs. Protects agency from errors and omissions exposures. 20%
  • 5 - 7 years Insurance experience
  • Strong verbal/written communication skills
  • Ability to handle multiple tasks
  • Strong organizational, planning, analytical, and interpersonal skills
12

Health & Benefits Account Executive Resume Examples & Samples

  • Maintain and cultivate client relationships at all levels, seeking to understanding their human capital needs and articulating Willis Towers Watson’s employee value proposition, products, services and resources
  • Lead the development of the employee benefit strategy: Analyze employee benefit programs and make recommendations to improve effectiveness of clients’ employee benefits programs/design, policies and practices, including leading strategic planning sessions
  • Create and implement the annual client service plan, outlining all of the activities and projects for the client, building in flexibility to react to clients’ shifting needs
  • Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) when there is no Client Service Manager
13

Benefits Account Executive Resume Examples & Samples

  • Bachelor’s degree (4 additional years of Group Health and Life customer service, sales, marketing and/or claims experience may offset degree requirement)
  • 3 plus years of Group Health and Life customer service, sales, marketing and/or claims experience
  • Active insurance producer license
  • Ability to travel up to 30% of the time
  • Registered Employee Benefits Consultant designation or equivalent
  • Experience working in a Group Health Agency or a Group Health carrier
  • Knowledge in agribusiness industry
  • Experience using AMS360, BenefitPoint or WorkSmart
14

Benefits Account Executive Resume Examples & Samples

  • Act as a visible leader and build brand of the agency. Actively participate in industry associations, organizations, boards and charities, as appropriate
  • Develop and maintain effective network within the business community and industry
  • Ability to effectively communicate both verbally and in writing
  • Demonstrated skills and ability to deal with a variety of people and personalities
  • Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management
  • Computer proficiency with systems and programs (i.e. Microsoft products)
  • Establishes priorities and organizes time efficiently to ensure meeting or exceeding deadlines
  • High level of organizational ability
  • Ability to attend after hour events for community integration and presence
  • Minimum of 3 years b2b solution selling experience
15

Employee Benefits Account Executive Resume Examples & Samples

  • Serve as the primary operations liaison between Lockton and clients. Under Producer direction, serve as the primary technical advisor to clients on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects, representing Lockton in the highest professional manner
  • Prepare Annual Service Plan, Compensation Disclosure, and Client Stewardship reports for each client. Meet with clients quarterly or as necessary
  • Oversee renewal and marketing efforts and take a lead role in carrier selection and/or financial negotiations. Oversee/approve all vendor, plan design, and financial recommendations. Write Executive Summary for Annual Renewal/Marketing report. Prepare implementation schedule
  • Review drafts of all employee communication pieces
  • Review and sign-off on all agreements and/or documents
  • Schedule and lead all client meetings and attend enrollment meetings as necessary
  • Ensure that data in BenefitPoint is loaded and updated annually for all assigned clients
  • Supervise Account Managers and Account Administrators in preparation of Monthly Experience Reporting, Mid-Year Report, and Annual Renewal/Marketing Report
  • Coordinate and direct the efforts of all team members to fulfill service responsibilities, objectives, and the overall effectiveness of the team
  • Direct complex underwriting and funding issues and strategies
  • Develop mutually-beneficial relationships with insurance carriers and administrators to generate optimal results for clients
  • Direct/assign special projects for clients as needed
  • Prepare written correspondence, reports, and analyses as needed
  • Develop and maintain an extensive knowledge of insurance coverages and markets
16

Employee Benefits Account Executive Resume Examples & Samples

  • BA or BS degree preferred
  • At least 7 years of experience servicing large EB accounts
  • Experience with influencing C-level executives
  • Proficiency with Microsoft Office Suite and PowerPoint programs
  • High energy, detail-oriented self-starter
  • Strong leadership, mentoring, and team-building skills
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
17

Employee Benefits Account Executive Resume Examples & Samples

  • Develops relationships beyond the Producer’s relationship with the key decision makers
  • Directs Plan Analyst/Account Manager regarding renewal/new marketing
  • Presents renewal and/or new proposals to clients
  • Schedules and leads client meetings and attends open enrollments if necessary
  • Coordinates and directs efforts of all team members
  • Strategic planning with producer regarding complex underwriting issues and strategies
  • Meets with clients on a quarterly or on an” as needed” basis
  • Rounds accounts, especially voluntary benefits
  • Implement and Execute multi-year strategic plan
  • Makes sure the client is aware of resources that HUB offers (minimum annually)
  • At least 5-10 years of related experience working as an Account Manager in the employee benefits arena (equivalent combination of education and experience is acceptable)
  • Self-Funding and fully insured experience preferred
  • L&H License required
  • Bilingual in English and Spanish a big plus
  • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
  • To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point and follow guidelines on working in the BMS (BenefitPoint) for premium efficiency with your team
18

Voluntary Benefits Account Executive Resume Examples & Samples

  • Present and promote voluntary benefit programs to existing SLF group clients and advisors
  • Develop and maintain strong relationships with internal and external partners
  • Support the regional sales team in the achievement of regional sales targets
  • Strengthen customer and advisor relationships
  • Execute on education and awareness campaigns
  • Understand customers and advisors current benefits environment
  • Knowledge of group benefits industry
  • Understanding of underwriting processes and profitability drivers for group insurance
19

Health & Benefits Account Executive Resume Examples & Samples

  • Manage the assigned Employee Benefits’s customer portfolio
  • Establish and maintain active relationships with our clients
  • Liaise with clients and build strong relationships
  • Prepare and manage corporate insurance programs (such as retirement plans, life insurance policies, accident insurance policies, RSMO, etc.. )
  • Contact with customers and insurance companies for the activation and management of insurance policies
  • Offer customer technical support
  • Develop broad understanding of Willis Towers Watson’s services and products
  • Develop a broad understanding of the Health and Group benefits (that include Life, Ad&d, Health Care and Flexible Benefits) space and WTW’s key differentiators
  • Grow existing portfolio by identifying new new, and/or existing opportunities
  • Ability to articulate in meetings, in written communications and in formal presentations, the overall Willis Towers Watson proposition and specifically the features and benefits of our products
20

VP Benefits Account Executive Resume Examples & Samples

  • Ability to effectively present oral and written presentations to clients, employees and prospects
  • Personal computer knowledge and experience such as MS Word, Excel, Outlook, etc
  • Bachelor's degree from four-year college or university, or equivalent combination of education and experience
  • 10 or more years of experience in an agency or insurance company environment
  • At least five years of experience in servicing large brokerage accounts and initiation of or acquisition of at least one industry related designation. (i.e., CEBS, CLU.)
  • Licensed agent status for the State of Massachusetts and all other states where Eastern conducts business
  • Maintains current LAH License, including, but not limited to, CEU's
  • Strong customer service background and willingness to be part of a team
21

Employee Benefits Account Executive Resume Examples & Samples

  • Handle complex financial issues and strategies
  • Develop mutually beneficial relationships with insurance carriers and administrators to generate optimum results for Lockton Benefit Company (LBC) clients in terms of most competitive costs and renewals, problem resolution and marketplace awareness/knowledge
  • Oversee renewals and marketing efforts and take lead role in carrier selection and/or financial negotiations
  • Upon completion of marketing/renewal effort, form/plan recommendations and executive summary in concert with Unit Manager and/or Producer
  • Attend client meetings when financials are reviewed, major service problems are discussed, renewal/final marketing report is presented
  • Determine when Unit Manager/Producer involvement is necessary in problem resolution and carrier negotiations
  • Primary role in training and development of AM and assisting in training of AA
  • Direct/assign special projects for accounts as needed in concert with the Unit Manager
  • Assist in review of all agreements and/or documents (employee booklets, carrier contracts, etc.)
  • Provide limited assistance to clients on compliance issues and determine with Unit Manager if legal advice is necessary
  • Perform AA and AM duties when necessary
  • Assist Producer and Unit Manager in establishing and meeting target revenue goals for existing and new business (includes review of annual commission/fee tracking)
  • Assist Producer with new sales opportunities as assigned by Unit Manager
  • Attendance of internal meetings/educational programs
  • Participate in Certified Employee Benefit Specialist (CEBS) designation program
  • Participate in Management Activities as defined by Unit Managers and COO
  • Primary resource for AM/AA
  • Proactively provide Associate (AM, AA) performance feedback to Unit Manager
  • At least 3 to 5 years of experience in the insurance industry, specifically in employee welfare benefits, preferably 2 years with LBC
  • Strong customer service skills, with the ability to develop sound client relationships with multiple clients
  • Ability to prepare and present client presentations with clarity and understanding
  • Excellent organizational, communication and negotiation skills
  • A firm working knowledge of welfare benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability) and a basic understanding of risk and insurance
  • Excellent working knowledge of differing financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
  • Good working knowledge of federal and state legislation and legal issues related to the insurance industry
  • Must be available for travel and willing to accept responsibility for client/vendor entertainment
  • Required insurance licenses
  • Legal right to work in the United States
22

Employee Benefits Account Executive Resume Examples & Samples

  • Conduct effective quarterly Gate meetings with clients
  • Provide thought leadership regarding benefit strategies
  • Maintain strong client relationships in both professional and personal settings
  • Establish and maintain carrier-partner relationships
  • Maintain a thorough knowledge of products available in the market
  • Monitor and analyze the financial position of each line of coverage throughout the year
  • Prepare revenue projections throughout the year and at renewal
  • Determine when and why coverages will be marketed
  • Initiate and manage entire renewal process in a timely manner
  • Manage the bid solicitation process for all voluntary benefits lines of coverage
  • Analyze the financial and service aspects of vendor proposals
  • Provide recommendations based on marketing results
  • Identify opportunities for business expansion/growth
  • Negotiate terms and conditions with carriers
  • Provide guidance to account team during coverage implementation
  • Identify opportunities and gaps in coverage
  • Proactively deliver regulatory and compliance support to clients
  • Provide insight and recommendation on employee benefit communication campaigns
  • Ensure client deliverables are peer reviewed prior to delivery
  • Conduct benefit audit for prospects
  • Participate in formal presentations to prospective and current clients, as well as insurance vendors
  • Efficiently manage the utilization of company resources and talent
  • Develop mutually beneficial relationships with
  • Bachelor’s degree or equivalent education and/or experience
  • Advanced working knowledge of the employee benefits industry
  • Current resident-state license or ability to obtain same immediately
  • Substantial experience in marketing and servicing employer sponsored benefit plans
  • Demonstrate ability to instill confidence and comfort with clients so client looks to AE and to Lockton as more than just and insurance broker, but a partner in business
  • Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
  • Ability to compile, analyze, and interpret financial information and data to facilitate decision making
  • Develop and maintain a working knowledge of Presentation Master
  • Personal presence to interface with top management of other businesses, representing Lockton in then highest professional manner
  • Demonstrated understanding of when to proceed alone and when to involve the Producer or others
  • Ability and willingness to proactively coach and mentor other Associates
  • Understanding and executing superior service and relationship in accordance with Lockton quality procedures and performance standards
  • Ability to provide clear direction and act as leader of account team