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
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Lockton Dunning Benefits is currently seeking a Senior Account Executive, who will proactively consult and manage complex and critical accounts, improve plan designs and strategically partner with internal and external client teams under the general guidance of the Team Lead.



  • Proactively manage all aspects of accounts and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards and in accordance with timeframe requirements
  • Build, expand, and solidify relationships with existing clients at executive levels within the company and leads appropriate resources to address the client's needs
  • Directly assist with management of a complex book of business for local and national clients that are comprised of various funding methods
  • Drive discussions around plan performance and design; monitor trends and make recommendations to improve effectiveness of employee program/design
  • Identify and address client service issues; develop and implement processes and policies to improve overall client service
  • Support the generation of new business by collaborating with Producers in prospect meetings, acting as the technical SME and leading the RFP process with the Team Lead
  • Develop and lead processes including communications strategy, collateral materials, vendor implementation, and conducting open enrollment meetings
  • Develop and deliver monthly, quarterly and annual reporting to clients regarding trends, financial performance and plan changes
  • Stay current on all relevant industry data and works with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals
  • Maintain knowledge of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients
  • Work with team lead 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 in conjunction with or independently form the team lead
  • Manage and organize client tasks and open items relating to strategy and plan design
  • Maintain an awareness of all large and potentially complicated claim related matters, assist with negotiations and resolution of claim settlement on behalf of clients
  • Develop and produce Request for Proposal (RFP) by coordinating vendor replies, developing an analysis from RFP responses and preparing client report with recommendations
  • Execute client renewals by building relations with key client stakeholders and asking effective probing questions that lead to innovative benefit plan designs
  • Meet with clients in conjunction with team lead to review action items and communicate problems and/or vendor issues
  • Partner with internal legal counsel to educate and advise clients on all compliance topics including, but not limited to, ERISA, COBRA, FMLA,5500s, and Health Care Reform
  • Mentor and train team members with the end goal of providing the highest level of support by meeting or exceeding industry standards


  • Bachelor’s degree in Business related field and/or equivalent years of experience
  • Minimum 6 years’ experience in the insurance industry, specifically in employee welfare benefits
  • Has required insurance licenses or able to become licensed
  • Spearhead client relationships by delivering excellent customer service skills
  • A strong working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) and understanding of risk and insurance
  • Ability to drive differing financial arrangements and products available to clients (i.e. fully insured, self-funded, minimum premium, ASO)
  • Strong understanding of funding options and medical underwriting calculations
  • Experience with Ancillary products
  • Excellent Microsoft suite skills (Excel, PowerPoint, Outlook)
  • Ability to manipulate large spread sheets, census data, disruption, geo-access, benchmarking data, etc.
  • Ability to work in a fast-paced environment and multi-task effectively
  • Excellent organizational and communication skills
  • Proven critical thinking and problem-solving skills
  • Legally able to work in the United States


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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