1 Account Executive, Employee Benefits Job in Plano, TX
Lockton is Hiring an Account Executive, Employee Benefits Near Plano, TX
- Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
- Proactively understands the requirements and needs of a Client account
- Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
- Consults with Clients to review investment options, bender services, fees, strategies and goals
- Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
- Reviews and issues profitability assists on all “fee-at-risk” proposals
- Assists in the establishment and attainment of revenue goals for existing and new business
- Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
- Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
- Oversees issue-resolution between Client and the Vendor
- Coordinates market selection for new and renewal business on designated accounts
- Initiates and duplicates new business report activities
- Generates new business opportunities through cross-selling
- Negotiates program terms and costs
- May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
- Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
- Mentors and trains junior-level staff
- Researches and understands industry trends, product development government regulations
- Performs other responsibilities and duties as needed
- 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 Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Demonstrates strong working knowledge and experience within brokerage industry
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
Job Summary
Full Time
Insurance
$67k-80k (estimate)
06/10/2024
07/16/2024
global.lockton.com
MC LEAN, VA
1,000 - 3,000
1966
Private
KIM GREENBERG
$1B - $3B
Insurance
Related Companies
About Lockton
Lockton is an insurance brokerage firm that provides risk management, employee benefits consulting and retirement services for businesses.
The following is the career advancement route for Account Executive, Employee Benefits positions, which can be used as a reference in future career path planning. As an Account Executive, Employee Benefits, it can be promoted into senior positions as a Compensation and Benefits Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Executive, Employee Benefits. You can explore the career advancement for an Account Executive, Employee Benefits below and select your interested title to get hiring information.
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