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Senior Account Executive, Employee Benefits

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.

Houston, San Antonio, Plano, New Orleans, Baton Rouge, Austin

Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. For eleven consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance."

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

Lockton Dunning Benefits is currently seeking a Senior Account Executive, who will proactively consult and manage complex and critical accounts, improve plan designs and strategically partner with internal and external client teams under the general guidance of the Team Lead.

• Proactively manage all aspects of accounts and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards and in accordance with timeframe requirements


• Build, expand, and solidify relationships with existing clients at executive levels within the company and leads appropriate resources to address the client's needs


• Directly assist with management of a complex book of business for local and national clients that are comprised of various funding methods


• Drive discussions around plan performance and design; monitor trends and make recommendations to improve effectiveness of employee program/design


• Identify and address client service issues; develop and implement processes and policies to improve overall client service


• Support the generation of new business by collaborating with Producers in prospect meetings, acting as the technical SME and leading the RFP process with the Team Lead


• Develop and lead processes including communications strategy, collateral materials, vendor implementation, and conducting open enrollment meetings


• Develop and deliver monthly, quarterly and annual reporting to clients regarding trends, financial performance and plan changes


• Stay current on all relevant industry data and works with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals


• Maintain knowledge of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients


• Work with team lead in ensuring completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.


• Ability to lead client meetings and provide “on the Spot” strategic guidance and financial performance information in conjunction with or independently form the team lead


• Manage and organize client tasks and open items relating to strategy and plan design


• Maintain an awareness of all large and potentially complicated claim related matters, assist with negotiations and resolution of claim settlement on behalf of clients


• Develop and produce Request for Proposal (RFP) by coordinating vendor replies, developing an analysis from RFP responses and preparing client report with recommendations


• Execute client renewals by building relations with key client stakeholders and asking effective probing questions that lead to innovative benefit plan designs


• Meet with clients in conjunction with team lead to review action items and communicate problems and/or vendor issues


• Partner with internal legal counsel to educate and advise clients on all compliance topics including, but not limited to, ERISA, COBRA, FMLA,5500s, and Health Care Reform


• Mentor and train team members with the end goal of providing the highest level of support by meeting or exceeding industry standards

#LI-LL1

• Bachelor’s degree in Business related field and/or equivalent years of experience


• Minimum 6 years’ experience in the insurance industry, specifically in employee welfare benefits


• Has required insurance licenses or able to become licensed


• Spearhead client relationships by delivering excellent customer service skills


• A strong working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) and understanding of risk and insurance


• Ability to drive differing financial arrangements and products available to clients (i.e. fully insured, self-funded, minimum premium, ASO)


• Strong understanding of funding options and medical underwriting calculations


• Experience with Ancillary products


• Excellent Microsoft suite skills (Excel, PowerPoint, Outlook)


• Ability to manipulate large spread sheets, census data, disruption, geo-access, benchmarking data, etc.


• Ability to work in a fast-paced environment and multi-task effectively


• Excellent organizational and communication skills


• Proven critical thinking and problem-solving skills

Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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.

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 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

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

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.