Associate Account Executive

1 month ago


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

Lockton Dunning Benefits is seeking a detail-oriented 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 on Life, Disability and/or Leaves program(s) for multiple client accounts
  • Distribute RFI/RFPs and coordinate vendor responses
  • Conduct comparative analyses for Life, Disability and Leave Administration Requests for Proposal
  • Perform quality control and data validation checks on client data sets
  • Integrate data into client reports
  • Assist in reviewing agreements and documents related to client's Life/Disability coverage and/or Leave Administration services
  • Review benefit design elements with pricing impacts
  • 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
Requirements:
  • Bachelor's Degree in insurance or business-related field
  • Minimum 1 to 2 years of experience in the insurance industry with knowledge of Life, AD&D and Disability benefits
  • Underwriting/pricing experience for life and disability group insurance benefits
  • Knowledge of integrated disability and absence management programs
  • Strong customer service skills with a proven track record of delivering exceptional client service
  • Proficiency with Microsoft Office products, including Excel, PowerPoint, Word and Outlook
  • Detail-oriented with excellent organizational and time management skills
  • Ability to perform work accurately and completely in a timely manner
  • Excellent communication, analytical and critical thinking skills
  • Proven ability to manage multiple projects simultaneously


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