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Senior Consultant

3 months ago


San Diego, United States Lockton Full time

Job Summary:

Senior Account Executive

Benefit

FLSA: Exempt

The Senior Account Executive provides strategic and tactical consulting and account management support on an assigned book of business made up of Lockton's most complex and high-revenue clients.

Position responsibilitie • Serve as the primary technical and strategic advisor to clients. • Interface effectively and confidently with senior management and C-suite of clients and/or prospects, representing Lockton in the highest professional manner. • Client book is complex with the majority of clients self-funded; tenured experience with unbundled plans, in-depth knowledge of TPA's, PBM's, stop loss carriers. • Develop short and long-term strategic planning guidance, ability to review financial reporting with client, in-depth knowledge of InfoLock and utilization of point solutions where appropriate. • Oversee renewal and marketing efforts and take a lead role in carrier selection and/or financial negotiations. • Handle complex underwriting and funding issues and strategies. • Review drafts of all employee communication pieces for accuracy and completeness before release to client. • Review and sign-off on all agreements and/or documents. • Oversee account team as it relates to client deliverables. • Review the monthly commission report to ensure accuracy. Follow up with vendors and client on missed revenue, as applicable. • Develop mutually beneficial relationships with insurance carriers and administrators to generate optimal results for clients (competitive costs, competitive renewals, expedient problem resolution, etc.). • Assist with special projects and/or, participate in committees within MWS or in support of national initiatives. • Develop and maintain extensive knowledge of insurance coverages, new products and the marketplace in general. • Prepare written correspondence, reports, and analyses as needed. • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer. • Comply with Lockton procedures and policies; make decisions in compliance with established standards of quality, performance, and service. • Understand when to proceed alone and when to involve the Producer or others. • Comply with Lockton procedures and policies.

Requirements:

Position qualification • Bachelor's Degree in Business Administration or related field and/or years of equivalent experience • Typically, 10+ years of Client services experience in the employee benefits industry is required • Minimum of 7 years working knowledge of group benefits in multiple product lines • At least five years of advanced Account Executive level experience • Working knowledge of different financial arrangements and products available to client • Strong knowledge of InfoLock, underwriting, financial arrangements and funding approache • 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 • Knowledge of industry trends and governmental regulation • Ability to complete continuing education requirements as needed • Ability to attend company, department, and team meetings as required, including industry training session • 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 in order to meet deadline • Ability to travel by automobile and aircraft • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine • 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 State #J-18808-Ljbffr