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Senior Consultant
2 months ago
Your Responsibilities
Senior Account Executive
Benefits
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 responsibilities
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.
Qualifications
Position qualifications
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 clients
Strong knowledge of InfoLock, underwriting, financial arrangements 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
Knowledge of industry trends and governmental regulations
Ability to complete continuing education requirements as needed
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 in order to meet deadlines
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 States
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