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Account Executive Key Accounts-PeopleSolutions

Chicago, IL, United States

Your Responsibilities

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.

Responsibilities:

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

Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives

Proactively understands the requirements and needs of a Client account

Consults with Clients to review investment options, bender services, fees, strategies and goals

Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience

Reviews and issues profitability assists on all “fee-at-risk” proposals

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

Initiates and duplicates new business report activities

Generates new business opportunities through cross-selling

Negotiates program terms and costs

Mentors and trains junior-level staff

Qualifications

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

Typically, 10 years or more of Client services experience in a health and welfare/employee benefits environment is required

Current Life & Health license or ability to obtain immediately required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong verbal and interpersonal communication skills required

Demonstrates strong working knowledge and experience within brokerage industry

Substantial experience in marketing and servicing the insurance employer sponsored benefit plan

Extensive working knowledge of regulatory requirements of employer sponsored plans

Understands industry trends and governmental regulations

Ability to complete continuing education requirements as needed

Ability to attend company, department, and team meetings as required, including industry training sessions

Ability to travel by automobile and aircraft

Ability to work outside of normal business hours as needed

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