Associate Account Executive, Employee Benefits Specialist

2 weeks ago


Dallas, Texas, United States Lockton Companies Full time
Job Summary

We are seeking an experienced Associate Account Executive to join our team at Lockton Companies. As a key member of our Employee Benefits team, you will be responsible for delivering exceptional service to our clients, developing innovative solutions, and driving business growth.

Key Responsibilities
  • Participate in strategic planning and consulting to determine overall plan strategy
  • Collaborate with clients to identify funding solutions, long-term objectives, and risk tolerance
  • Negotiate quotes with carriers and make recommendations for plan design
  • Handle day-to-day client issues and questions
  • Participate in yearly renewals and open enrollment meetings
  • Assist with Request for Proposals (RFPs) and provide client report recommendations
  • Facilitate quotes, amendments, and reinstatements
  • Interpret clients' current coverages and identify gaps and alternatives
  • Develop financial models and reports for the client service team
  • Collaborate with Marketing to create communications and presentations
  • Conduct industry-specific surveys and participate in client meetings
  • Research and understand industry trends and carrier product offerings
  • Maintain knowledge of governmental compliance and regulations
Requirements
  • Bachelor's Degree in a business-related field or equivalent experience
  • Minimum 3 years of experience in the insurance industry, specifically in employee welfare benefits
  • Strong knowledge of financial arrangements and products available to clients
  • Strong working knowledge and experience with a broker and/or employee benefits industry
  • Ability to interact with vendors and clients by building strong relationships
  • Strong knowledge of Microsoft Office Suite
  • Excellent organizational and communication skills
About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. We are committed to an inclusive culture and environment where our people, clients, and communities are treated with respect and dignity. We strive to cultivate a caring culture that learns from, celebrates, and thrives because of our breadth of differences.



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