Senior Account Executive, Integrated Absence Solutions Expert

7 days ago

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

Lockton, Inc. is seeking a seasoned Senior Account Executive to join the Integrated Absence Solutions (IAS) team. This role is responsible for delivering exceptional results and leading the delivery of Lockton's IAS service suite for multiple client accounts. The ideal candidate will possess a high level of business acumen, thrive in a fast-paced environment, and consistently strive to enhance the overall client experience.

Key Responsibilities:
  • Client Consulting Engagements: Deploy, deliver, and manage client consulting engagements to ensure successful outcomes.
  • Strategic Client Meetings: Conduct strategic client meetings for current and future state benefit analysis, technology harmonization, and integration of workforce planning for internal and external stakeholders.
  • HR Benefit Administration: Recommend, coordinate, and implement a full range of HR benefit administration and risk solutions specific to life, disability, PTO, and leave programs.
  • Compliance Assessments: Conduct compliance assessments with respect to FMLA, State and Municipal Leaves, and ADA/ADAAA issues.
  • Financial Analysis: Perform financial analysis of cost/insurance solutions related to employer life, disability, and leave programs.
  • HRIS and Payroll Analysis: Evaluate HRIS, Payroll, Timekeeping, and leave administration functions enabling clients' employee absence programs and recommend process improvements.
  • Plan Document Analysis: Analyze employer Plan documents, SPDs, policies, and procedures for compliance, design, and operational improvement opportunities.
  • Benchmarking: Conduct benchmarking of existing Life, Disability, and Leave designs against comparator groups for new program introduction.
  • Vendor Implementation: Manage vendor implementation plans with clients to ensure successful transition and communications.
  • Client Presentations: Prepare client presentations and reports for internal and external partners.
  • Client Issue Resolution: Work with Client Service Team to assist with client/carrier issue resolution, including complex claims resolution.
  • Team Management: Successfully manage a team of IAS Analysts and junior-level associates.
  • Process Improvement: Design and implement standard processes and procedures that create efficiencies in the Practice's service model and utilize Lockton's technology and support services.
  • Capacity Planning: 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.
  • Quality Control: Establish quality control protocols, including peer review processes, and use the outcomes to identify training needs.
  • Reporting and Dashboards: Design reports and dashboards utilizing the practice's technology that communicate the current state of the team, issues, and requirements to leadership.
  • Client Relationship Building: Attend lunch and evening events with clients to build ongoing relationships.
Requirements:
  • Education: Bachelor's Degree required, insurance or business-related field preferred.
  • Experience: Minimum 7-10+ years of employee benefits consulting and/or brokerage experience with a focus in integrated disability and leave management a plus.
  • Team Management: Minimum of 2+ years managing a team of junior-level associates.
  • Industry Knowledge: 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.).
  • Leadership Skills: Ability to lead and manage teams in a dynamic and client-focused environment with various stakeholders and needs.
  • Training and Development: Ability to train and develop Associates who are new to an industry.
  • Lockton's Service Delivery Model: Demonstrate deep knowledge of Lockton's service delivery model within IAS.
  • Process Design: Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders.
  • Technology Experience: 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.
  • Customer Service: Strong customer service skills with the ability to develop strong relationships with multiple stakeholders and a proven track record of delivering exceptional client service.
  • Technical Skills: Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets, census data, benchmarking data, etc.
  • Data Analysis: Understands data sources, processes, formulas, and output.
  • Attention to Detail: Detail-oriented with excellent organizational and time management skills with the ability to manage changing priorities as needed.
  • Communication Skills: Excellent communication, analytical, critical thinking, and problem-solving skills with proven ability to interact with associates, clients, and vendors at all levels of responsibility.
  • Project Management: Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment.
  • Certifications: Lean or Six Sigma certification a plus.
  • Travel Requirements: Ability and willingness to travel to various client sites within and outside of Texas as needed.
  • Professional Licenses: Current Life/Health license preferred.
  • Work Authorization: Legal right to work in the United States.

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