Lockton · 8 hours ago
Account Executive-Employee Benefits
Lockton is a leading company in the Employee Benefits space, seeking an experienced Account Executive to enhance their client services. The role involves leading marketing, servicing, and strategic consulting efforts while developing and delivering tailored benefit solutions for clients.
Auto InsuranceInsuranceRisk Management
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
Qualification
Required
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 a clients
Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures
Current Life & Health license or ability to obtain immediately
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
Benefits
Performance Bonus
Company
Lockton
Lockton provides risk management and insurance services.
H1B Sponsorship
Lockton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageRecent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
Company data provided by crunchbase