Senior Account Executive, Employee Benefits

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…