Account Executive I - Employee Benefits

Job title: Account Executive I - Employee Benefits

About the Role Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space to lead marketing, servicing, and strategic consulting efforts with prospective and current clients. As Account Executive, you will develop and deliver strategic benefit solutions that meet client needs, build relationships, and contribute to the growth of Lockton’s Employee Benefits Practice. This role requires collaborative partnership with colleagues and a passion for delivering excellent client service and problem solving.

What You'll Do

• Maintain and enhance relationships with existing clients through proactive, creative, and continuous initiatives to ensure satisfaction and engagement.
• Understand client requirements and needs, and translate them into strategic plans.
• Provide planning and consulting support including RFP production, vendor response coordination, analysis and comparison of RFPs, and client reports with recommendations.
• Consult with Clients to review options, vendor services, fees, strategies, and goals; review large claims and monthly experience.
• Develop and maintain relationships with carriers, broker servicing networks, and other providers; oversee issue resolution between Client and Vendor.
• Coordinate market selection for new and renewal business on designated accounts; help coordinate day-to-day administrative activities and support services.
• Negotiate program terms and costs; mentor and train junior staff.
• Stay informed on industry trends, product development, and regulatory changes; operate effectively in a team environment and collaborate to achieve goals.
• Perform other duties as needed.

What We're Looking For

• Bachelor’s degree in business administration or related field, or equivalent experience; typically 7+ years of client service in a health and welfare/employee benefits environment; at least 5 years in a consulting and/or brokerage firm.
• Experience presenting to clients; strong verbal and interpersonal communication skills.
• Firm knowledge of group benefits across product lines and understanding of risk management; working knowledge of financial arrangements and products.
• Ability to prepare and present client presentations with clarity; strong knowledge of underwriting, financing, and funding approaches.
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Knowledge of industry trends and governmental regulations; ability to complete continuing education as needed.
• Current Life & Health license or ability to obtain immediately; ability to travel as required; legally eligible to work in the United States.
• Commitment to confidentiality and adherence to company policies; ability to organize work and meet deadlines; ability to work outside normal hours as needed.

Compensation & Benefits

• Salary: $100,000-$144,000 per year.
• Schedule: Full-time.
• Lockton benefits offerings available.