Account Executive

Houston, Texas, United States of America

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.

Lockton Dunning Benefits is currently seeking an Account Executive to proactively drive discussions around plan performance; monitor trends and make recommendations to improve effectiveness of employee programs/designs under the guidance of the Team Lead. This position will develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of support by meeting or exceeding industry standards.

• Primary contact for clients, vendors and insurance carriers

• Advise clients around service issues; develop and implement processes and policies to improve overall client service

• Play key roll in growing relationship with clients by recommending enhancements to benefit plan or broader program design

• Develop and lead communications strategy, collateral development, vendor, implementation and open enrollment meetings

• Draft and deliver client presentations and communications specific to each client’s benefit plans

• Develop employee communications for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or classifications

• Work with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals

• Manage and report monthly claim tracking results and observations

• Work with team 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 either in conjunction with, or independently from the team lead

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

• Develop and produce request for proposal (RFP) by coordinating vendor responses, analysis and comparison of RFP responses and preparing client report with recommendations

• Assist in review the accuracy of all vendor agreements and/or plan/policy documents

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

• Work with internal legal counsel and educates and advises clients on all compliance topics including butnot limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform

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

• Minimum 4 years of experience in the insurance industry, specifically in employee welfare benefits

• Has required insurance licenses or able to become licensed

• Strong customer service skills with the ability to develop strong client relationships

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

• Strong knowledge of differing financial arrangements and products available to clients (i.e. fully-insured, self-insured, minimum premium, ASO)

• Account management experience with medium to large, complex, multi-state clients and ability to lead client meetings

• Ability to manage/maintain large spreadsheets, census data distribution, geo-access benchmarking data, etc.

• Expert in Microsoft office Suite (Word, Outlook, Excel, PowerPoint)

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

• Excellent organizational and communication skills

• Proven critical thinking and problem-solving skills

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