About this role
About the Role Lockton Dunning Benefits is seeking an Associate Account Executive to apply industry knowledge to provide technical and operational support to clients and vendors. The role focuses on developing and maintaining relationships and delivering the highest level of customer service by meeting or exceeding industry standards. This position supports strategic plan design and client service initiatives to drive successful employee benefits programs. What You'll Do
- Participate in discussions on strategic planning and consulting for overall plan strategy
- Collaborate with clients to determine funding solutions, long-range objectives and overall risk tolerance
- Negotiate baseline quotes with carriers and make recommendations to plan design for smaller accounts
- Handle day-to-day issues and questions of clients under team lead’s book of business
- Participate in yearly renewals and open enrollment meetings by presenting marketing materials and benefit changes to clients
- Assist with the production of RFPs by coordinating vendor responses, analysis and comparison of internal responses, and preparing client report recommendations
- Facilitate quotes, amendments and reinstatements as requested or needed
- Interpret clients’ current coverages and identify/recommend gaps, alternatives, additional plan design changes, etc.
- Develop financial models and reports for client service team, provide interpretation and implication of recommended alternatives
- Assist in developing an implementation plan to include coordination of OE meetings and other key deliverables
- Collaborate with Marketing to create communications such as OE guides, fliers and presentations
- Collaborate with team to ensure proper review of all agreements and/or documents
- Conduct industry specific surveys as may be requested by client
- Participate in client meetings to review large claims, abnormal utilization results, monthly claims experience, set strategies and goals, and conduct on-site claim visits
- Research and understand industry trends and carrier product offerings by facilitating meetings with vendors on new products