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!
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.
Position 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
•Coordinates 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.
•Operate effectively in a team environment, collaborating with colleagues to achieve common goals.
•Performs other responsibilities and duties as needed.
Position 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
Additional Information
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.
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