Account Executive, Employee Benefits

Plano, TX, United States

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 those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. 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.

Secondary locations Dallas

Business unit Lockton-Dunning Series

Schedule Full-time

Job type Standard

Workplace Hybrid

Your Responsibilities Description:

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

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 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

Assists in the establishment and attainment of revenue goals for existing and new business

Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty

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

May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control

Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge

Mentors and trains junior-level staff

Researches and understands industry trends, product development government regulations

Performs other responsibilities and duties as needed

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Qualifications Qualifications:

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

Typically more than 7 years of Client services experience is 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

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 comply with all company policies and procedures, proactively protecting confidentiality of Client and company information

Ability to efficiently organize work and manage time in order to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

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

Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. 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. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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