Apply on Employer Site

Lockton · 17 hours ago

Account Executive I- Employee Benefits

San Francisco, CA

Full-time

Onsite

Senior Level

7+ years exp

Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships and exceeding client expectations. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients, developing and delivering strategic benefit solutions that meet their needs.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

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

Qualification

Client service experienceUnderwriting knowledgeMicrosoft Office SuiteLife & Health licensePresentation skillsIndustry trends understandingInterpersonal communicationOrganizational skillsTime management

Required

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

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

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

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)