Associate Account Executive

2 days ago

Plano, Texas, United States Lockton, Inc. Full time
Job Summary:

Lockton Dunning Benefits is seeking a highly motivated Associate Account Executive to support multiple client accounts in the areas of Life, Disability, and Leave Administration. The ideal candidate will thrive in a fast-paced environment and strive to improve the client experience.

Key Responsibilities:
  • Collect, review, and prepare data for RFPs to market for quotes on Life, Disability, and/or Leaves program(s) for multiple client accounts.
  • Distribute RFI/RFPs and coordinate vendor RFI/RFP responses.
  • Conduct qualitative and quantitative comparative analyses for Life, Disability, and Leave Administration Requests for Proposal.
  • Perform quality control and data validation checks on client data sets.
  • Integrate data from multiple data sets into relevant client reports.
  • Assist in reviewing agreements and documents related to client's Life/Disability coverage and/or Leave Administration services.
  • Review benefit design elements that are outdated and have pricing impacts to current risk/pricing baseline.
  • Coordinate workflow with Senior Account Executive and/or Account Executive.
  • Prepare task lists, reports, and presentations as needed.
  • Develop and update tracking for project and client deliverables.
  • Continuous quality improvement on processes, policies, and reporting to improve efficiency and innovation.
Requirements:
  • Bachelor's Degree required, insurance or business-related field preferred.
  • Minimum 1 to 2 years of experience in the insurance industry with a firm working knowledge of Life, AD&D, and Disability benefits.
  • Underwriting/pricing experience for life and disability group insurance benefits preferred.
  • Knowledge of and experience with integrated disability and absence management programs and practices a plus.
  • Strong customer service skills with a proven track record of delivering exceptional client service.
  • Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets.
  • Understands data sources, processes, formulas, and output.
  • Detail-oriented with excellent organizational and time management skills with ability to manage changing priorities as needed.
  • Ability to perform work accurately and completely in a timely manner.
  • Excellent communication, analytical, and critical thinking skills with proven ability to interact with associates and vendors at all levels of responsibility.
  • Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment.
  • Legal right to work in the United States.

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