Lockton · 1 day ago
Associate Account Executive - People Solutions
Lockton is seeking a motivated and detail-oriented Associate Account Executive in the Employee Benefits space. This role involves supporting marketing, servicing, and strategic consulting efforts with clients, while building and nurturing relationships to contribute to the growth of their People Solutions Practice.
Auto InsuranceInsuranceRisk Management
Responsibilities
Lead the servicing of a designated book of business related to renewal, marketing, and client service
Manage client engagements and projects; identify and secure resources, manage client and stakeholder expectations, and proactively understand client requirements and needs
Provide strategic planning and consulting advice, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, preparing & presenting client reports with recommendations
Interpret and evaluate plan offerings to ensure adequate coverage for clients’ identified risk tolerance
Influence client strategic and tactical direction and decision-making processes
Successfully manage multiple concurrent projects, priorities, and tasks, and collaborate effectively with the team
Demonstrate exceptional ability to build and maintain client relationships and strong working relationships with carriers, broker servicing networks, and other providers
Maintain an understanding of industry trends, product development, and governmental compliance and regulations to educate clients
Oversee the development of financial models, provide interpretation and implications of analysis, and offer recommendations
Oversee open enrollment communications and renewal implementation
Oversee benefit benchmarking studies, design plan comparison reports, and client marketing materials
Mentor and train junior-level staff
Perform other responsibilities and duties as requested
Qualification
Required
Bachelor's degree in Business Administration or a related field, or equivalent years of experience
5 or more years of employee benefits client services experience
Strong working knowledge of group benefits, services, programs, and elements of marketing lines of coverage
Strong working knowledge of differing financial arrangements and products available to clients, with the ability to perform and analyze renewal projections for fully insured and self-funded clients
Understanding of industry trends and governmental regulations
Personal presence to interface with top management of other businesses, representing the company in a professional and ethical manner
Demonstrates professional, tactful negotiation and persuasion skills to achieve objectives
Strong analytical, problem-solving, and strategic planning skills
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Ability to complete continuing education requirements as needed
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Ability to efficiently organize work and manage time to meet deadlines
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to travel by automobile and aircraft
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
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