Account Executive I- Employee Benefits

2 weeks ago


San Francisco CA, United States Lockton Companies Full time

At Lockton, we’re passionate about helping our people achieve their ultimate potential. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.
Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.
Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
Consults with Clients to review options, vendor services, fees, strategies, and goals.
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers.
Coordinates market selection for new and renewal business on designated accounts.
May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services.
Bachelor’s degree in business administration or related field and/or years of experience equivalent.
Typically, 7 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.
Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
Working knowledge of different financial arrangements and products available to clients.
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
Current Life & Health license or ability to obtain immediately.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment such as a computer, keyboard, calculator, and photocopier.
Ability to work on a computer for a prolonged amount of time.
We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. How We Will Support You
Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.
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