Employee Benefits Consultant
4 weeks ago
Job Summary
Lockton is seeking an experienced client services professional to lead marketing, servicing, and strategic consulting efforts in the Employee Benefits space. As a key member of our team, you will be responsible for developing and delivering strategic benefit solutions that meet the needs of our clients. Collaboration and a willingness to support your colleagues are essential, as is a true passion for building and nurturing internal and external relationships.
Key Responsibilities
• Provide strategic planning and consulting advice to clients, including the production of Requests for Proposal and analysis of vendor responses.
• Maintain and enhance Lockton's relationships with existing clients through proactive contact initiatives.
• Consult with clients to review investment options, vendor services, fees, strategies, and goals.
• Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers.
• Oversee issue-resolution between clients and vendors.
• Coordinate market selection for new and renewal business on designated accounts.
• Generate new business opportunities through cross-selling and negotiate program terms and costs.
• Mentor and train junior-level staff.
Requirements
• Bachelor's degree in business administration or related field and/or years of experience equivalent.
• 10 years or more of client service experience in a health and welfare/employee benefits environment; at least 5 years of this experience needs to be at a consulting and/or brokerage firm.
• Experience presenting in front of clients and strong knowledge of Microsoft Office Suite.
• Strong verbal and interpersonal communication skills required, as well as a working knowledge of regulatory requirements of employer-sponsored plans.
• Ability to complete continuing education requirements as needed and attend company, department, and team meetings as required.
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