Account Executive I- Employee Benefits

2 days ago


San Francisco, United States Lockton Companies Full time

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.Position Responsibilities•    Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.•    Proactively understands the requirements and needs of a client.•    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, vender 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.•    Oversees issue-resolution between Client and the Vendor•    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.•    Negotiates program terms and costs.•    Mentors and trains junior-level staff•    Researches and understands industry trends, product development government regulations.•    Operate effectively in a team environment, collaborating with colleagues to achieve common goals.•    Performs other responsibilities and duties as needed.#LI-DA2 Position Qualifications•    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 years of this experience needs to be at a consulting and / or brokerage firm.•    Experience presenting in front of a clients.•    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 underwriting, financing, and funding approaches•    Ability to prepare and present client presentations with clarity and understanding.•    Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)•    Strong verbal and interpersonal communication skills required.•    Understands industry trends and governmental regulations.•    Ability to complete continuing education requirements as needed. •    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. •    Ability to work outside of normal business hours as needed.•    Legally able to work in the United States



  • San Francisco, CA, United States Lockton, Inc. Full time

    Job Summary: 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...


  • San Francisco, United States Beam Benefits Full time

    Sales Executive, Employee Benefits (Bay Area) Base pay range $130,000.00/yr - $160,000.00/yr About Beam Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally‑led employee benefits company that offers dental, vision, life, disability, and...


  • 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. Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Lockton is...


  • 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...


  • San Antonio, Texas, United States Beam Benefits Full time $80,000 - $120,000 per year

    About Beam:Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits...


  • San Francisco, CA, United States Lockton Companies Full time

    San Francisco, California, United States of America The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have. At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and...


  • San Francisco, United States Beam Benefits Full time

    Sales Executive, Employee Benefits (Bay Area-South) 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Base pay range $130,000.00/yr - $160,000.00/yr About Beam Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. Today, Beam...


  • San Antonio, United States PDCM Insurance Inc. Full time

    About Patriot Growth Insurance Services Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of...


  • San Antonio, United States PDCM Insurance Inc. Full time

    Careers At Patriot Growth Insurance Services and Partner AgenciesCurrent job opportunities are posted here as they become available.About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is...


  • San Francisco, United States Lockton Full time

    Client Services Account ExecutiveLockton 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,...