Senior Account Executive, Integrated Absence Solutions Expert

1 week ago

Plano, Texas, United States Lockton, Inc. Full time
Job Summary:
Lockton is seeking a results-driven Senior Account Executive to join the Integrated Absence Solutions (IAS) team. This role is responsible for supporting the delivery of Lockton's IAS service suite for multiple client accounts, as well as people leadership. The ideal candidate will demonstrate a high level of business acumen, thrive in a fast-paced environment, and constantly strive to enhance the overall client experience.

Key Responsibilities:
Deploy, deliver, and manage client consulting engagements
Conduct strategic client meetings for current and future state benefit analysis, technology harmonization, and integration of workforce planning for internal and external stakeholders
Recommend, coordinate, and implement HR benefit administration and risk solutions specific to life, disability, PTO, and leave programs
Conduct compliance assessments with respect to FMLA, State, and Municipal Leaves, and ADA/ADAAA issues
Perform financial analysis of cost/insurance solutions related to employer life, disability, and leave programs
Evaluate HRIS, Payroll, Timekeeping, and leave administration functions enabling clients' employee absence programs and recommend process improvements
Analyze employer Plan documents, SPDs, policies, and procedures for compliance, design, and operational improvement opportunities
Conduct benchmarking of existing Life, Disability, and Leave designs against comparator groups for new program introduction
Manage vendor implementation plans with clients to ensure successful transition and communications
Prepare client presentations and reports for internal and external partners
Work with the Client Service Team to assist with client/carrier issue resolution, including complex claims resolution
Liaise with the IAS Procurement Team on client-specific procurement needs, including review and signoff of client-facing deliverables
Successfully manage a team of IAS Analysts and junior-level associates
Design and implement standard processes and procedures that create efficiencies in the Practice's service model and utilize Lockton's technology and support services
Develop a capacity planning methodology and apply system-based metrics to determine when associates have or are at capacity, require development, and additional hiring is needed
Establish quality control protocols, including peer review processes, and use the outcomes to identify training needs
Design reports and dashboards utilizing the practice's technology that communicate the current state of the team, issues, and requirements to leadership
Attend lunch and evening events with clients to build ongoing relationships

Requirements:
Bachelor's Degree required, insurance or business-related field preferred
Minimum 7-10+ years of employee benefits consulting and/or brokerage experience with a focus in integrated disability and leave management a plus
Minimum of 2+ years managing a team of junior-level associates
Good working knowledge of differing Life, AD&D, Disability, and Leave financial arrangements and products available to clients (e.g., fully insured, self-insured, ASO, etc.)
Ability to lead and manage teams in a dynamic and client-focused environment with various stakeholders and needs
Ability to train and develop Associates who are new to an industry
Demonstrate deep knowledge of Lockton's service delivery model within IAS
Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders
Experience in multiple claim processing platforms and technology available in the market, including SaaS-based solutions, co-sourced integration models, and full outsourcing market solutions
Strong customer service skills with the ability to develop strong relationships with multiple stakeholders and a proven track record of delivering exceptional client service

Preferred Qualifications:
Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets, census data, benchmarking data, etc.
Understands data sources, processes, formulas, and output
Detail-oriented with excellent organizational and time management skills with ability to manage changing priorities as needed
Excellent communication, analytical, critical thinking, and problem-solving skills with proven ability to interact with associates, clients, and vendors at all levels of responsibility
Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment
Lean or Six Sigma certification a plus
Ability and willingness to travel to various client sites within and outside of Texas as needed
Current Life/Health license preferred
Legal right to work in the United States

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