Avp-Account Executive
Lockton Companies
Jan 2017 - Jan 2018 (1 year 1 month)
• New Business Production(I was the SME for Healthcare prospects )
• Developed sales plans including differences in our philosophy versus competitors, carrier compatibility and a coverage review
• Designed all of our client specific "work" that we presented to the client or prospect (including but not limited to: proposals, comparisons, total cost of risk)
• Managed internal service team assigned to each customer in the healthcare space
• Assigned tasks depending on experience
• Developed service goals and calendar for delivery to client during the policy year including important pre-renewal steps