Account Executive, Employee Benefits

About the Role Account Executive, Employee Benefits at Lockton helps manage and expand relationships with employer clients, delivering strategic guidance and service excellence in the employee benefits practice. This role blends relationship management, consulting, and revenue growth to support clients and the firm. What You'll Do

• Maintain and enhance Lockton’s relationships with existing clients through proactive, creative, and ongoing contact initiatives
• Proactively understand the requirements and needs of a client account and provide strategic planning and consulting, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, and delivering client reports with recommendations
• Consult with clients to review investment options, benefits services, fees, strategies and goals; review large claims and monthly claims experience
• Review profitability and assist on all fee-at-risk proposals; assist in establishing and attaining revenue goals for existing and new business
• Contribute to development and implementation of policies and operating plans within area of specialty; maintain dependable relationships with carriers and broker servicing networks
• Oversee issue-resolution between client and vendor; coordinate market selection for new and renewal business on designated accounts
• Initiate and duplicate new business report activities; generate new business opportunities through cross-selling; negotiate program terms and costs
• Support day-to-day administrative activities for servicing the client’s account including coordination of all support services such as claims and loss control; mentor and train junior staff
• Research industry trends and product development in government regulations; perform other duties as needed What We're Looking For
• 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
• Experience in client services and employee benefits with the ability to produce RFPs and coordinate vendor responses