Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Associate Account Executive- People Solutions
Lockton is seeking a motivated and detail-oriented Associate Account Executive in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and contributing to the growth of our People Solutions Practice. As an Associate Account Executive, you will support marketing, servicing, and strategic consulting efforts with prospective and current clients. You will assist in developing and delivering benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues are essential, as is a passion for building and nurturing both internal and external relationships.
Position Responsibilities
• Lead the servicing of a designated book of business related to renewal, marketing, and client service.
• Manage client engagements and projects; identify and secure resources, manage client and stakeholder expectations, and proactively understand client requirements and needs.
• Provide strategic planning and consulting advice, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, preparing & presenting client reports with recommendations.
• Interpret and evaluate plan offerings to ensure adequate coverage for clients’ identified risk tolerance.
• Influence client strategic and tactical direction and decision-making processes.
• Successfully manage multiple concurrent projects, priorities, and tasks, and collaborate effec-tively with the team.
• Demonstrate exceptional ability to build and maintain client relationships and strong working relationships with carriers, broker servicing networks, and other providers.
• Maintain an understanding of industry trends, product development, and governmental com-pliance and regulations to educate clients.
• Oversee the development of financial models, provide interpretation and implications of anal-ysis, and offer recommendations.
• Oversee open enrollment communications and renewal implementation.
• Oversee benefit benchmarking studies, design plan comparison reports, and client marketing materials.
• Mentor and train junior-level staff.
• Perform other responsibilities and duties as requested.
Position Qualifications
• Bachelor’s degree in Business Administration or a related field, or equivalent years of experi-ence.
• 5 or more years of employee benefits client services experience.
• Strong working knowledge of group benefits, services, programs, and elements of marketing lines of coverage.
• Strong working knowledge of differing financial arrangements and products available to cli-ents, with the ability to perform and analyze renewal projections for fully insured and self-funded clients.
• Understanding of industry trends and governmental regulations.
• Personal presence to interface with top management of other businesses, representing the company in a professional and ethical manner.
• Demonstrates professional, tactful negotiation and persuasion skills to achieve objectives.
• Strong analytical, problem-solving, and strategic planning skills.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to complete continuing education requirements as needed.
• Ability to comply with all company policies and procedures, proactively protecting the confi-dentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to travel by automobile and aircraft.
• 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.
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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