Account Executive I - Employee Benefits

Your Responsibilities

• Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.
• Proactively understands the requirements and needs of a client.
• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
• Consults with Clients to review options, vender services, fees, strategies, and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers.
• Oversees issue-resolution between Client and the Vendor
• Covers market selection for new and renewal business on designated accounts
• May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services.
• Negotiates program terms and costs.
• Mentors and trains junior-level staff
• Researches and understands industry trends, product development government regulations.
• Operates effectively in a team environment, collaborating with colleagues to achieve common goals.
• Performs other responsibilities and duties as needed.

Qualifications

• Bachelor’s degree in business administration or related field and/or years of experience equivalent
• Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and / or brokerage firm.
• Experience presenting in front of a clients.
• Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
• Working knowledge of different financial arrangements and products available to clients
• Strong knowledge of underwriting, financing, and funding approaches
• Ability to prepare and present client presentations with clarity and understanding.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required.
• Understands industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Current Life & Health license or ability to obtain immediately.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as a computer, keyboard, calculator, and photocopier.
• Ability to work on a computer for a prolonged amount of time.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States