Senior Account Executive, Employee Benefits Specialist

1 week ago


Plano, Texas, United States Lockton Companies Full time
Unlock Your Potential as a Senior Account Executive, Employee Benefits

At Lockton, we empower our Associates to focus solely on clients' risk and insurance needs. As a Senior Account Executive, Employee Benefits, you will play a pivotal role in maintaining and enhancing our relationships with existing clients by executing proactive, creative, and ongoing contact initiatives.

Key Responsibilities:
  • Develop and maintain strategic relationships with clients to drive revenue growth and client satisfaction
  • Collaborate with cross-functional teams to deliver innovative solutions and services to clients
  • Provide expert consulting advice to clients on employee benefits, risk management, and insurance strategies
  • Conduct market research and analysis to identify opportunities for growth and improvement
  • Develop and implement sales strategies to achieve revenue goals and objectives
  • Mentor and train junior-level staff to ensure knowledge transfer and succession planning
  • Stay up-to-date with industry trends, regulations, and best practices to ensure expertise and competitiveness
Requirements:
  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • More than 7 years of client services experience required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Excellent verbal and interpersonal communication skills required
  • Demonstrates strong working knowledge and experience within the brokerage industry
  • Understands 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 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

Lockton's private ownership empowers its Associates to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

For 13 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2021 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.

Company Specialties:

  • insurance
  • employee benefits
  • retirement plans
  • surety
  • commercial insurance
  • property/casualty insurance
  • executive risks
  • health risk management
  • insurance broker
  • benefits broker
  • insurance brokerage
  • marine insurance
  • aviation insurance
  • reinsurance


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