Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.  

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.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
Client Services
1741 Total Views

Lockton Dunning Benefits is currently seeking an Account Executive to proactively drive discussions around plan performance; monitor trends and make recommendations to improve effectiveness of employee programs/designs under the guidance of the Team Lead. This position will develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of support by meeting or exceeding industry standards.

  • Primary contact for clients, vendors and insurance carriers
  • Advise clients around service issues; develop and implement processes and policies to improve overall client service
  • Play key roll in growing relationship with clients by recommending enhancements to benefit plan or broader program design
  • Develop and lead communications strategy, collateral development, vendor, implementation and open enrollment meetings
  • Draft and deliver client presentations and communications specific to each client’s benefit plans
  • Develop employee communications for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or classifications
  • Work with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals
  • Manage and report monthly claim tracking results and observations
  • Work with team in ensuring completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.
  • Ability to lead client meetings and provide “on the spot” strategic guidance and financial performance information either in conjunction with, or independently from the team lead
  • Manage and organize client tasks and open items relating to strategy and plan design
  • Develop and produce request for proposal (RFP) by coordinating vendor responses, analysis and comparison of RFP responses and preparing client report with recommendations
  • Assist in review the accuracy of all vendor agreements and/or plan/policy documents
  • Meet with team lead to review action items and communicate problems and/or vendor issues
  • Work with internal legal counsel and educates and advises clients on all compliance topics including but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform




  • Bachelor’s Degree in Business related field and/ or equivalent years of experience
  • Minimum 4 years of experience in the insurance industry, specifically in employee welfare benefits
  • Has required insurance licenses or able to become licensed
  • Strong customer service skills with the ability to develop strong client relationships
  • 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
  • Strong knowledge of differing financial arrangements and products available to clients (i.e. fully-insured, selfinsured, minimum premium, ASO)
  • Account management experience with medium to large, complex, multi-state clients and ability to lead client meetings
  • Ability to manage/maintain large spreadsheets, census data distribution, geo-access benchmarking data, etc.
  • Expert in Microsoft office Suite (Word, Outlook, Excel, PowerPoint)
  • Ability to work in a fast-paced environment and multi-task effectively
  • Excellent organizational and communication skills
  • Proven critical thinking and problem-solving skills


Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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.

Previous Job Searches

Similar Listings

Dallas, Texas, United States

📁 Client Services

Dallas, Texas, United States

📁 Client Services

Dallas, Texas, United States

📁 Client Services

Awards & Affiliations

Copyright ©2017 Lockton Companies. All rights reserved.  |  Compensation Disclosure  |  Terms of Use  |  Privacy Policy  |  Cookie Policy |  UK Regulatory Compliance |  US Terms of Business