Associate Account Executive - People Solutions

Lockton • San Diego, CA

3d

About The Position

Lockton is seeking a motivated, detail-oriented Associate Account Executive in the Employee Benefits space to support marketing, servicing, and strategic consulting efforts for prospective and current clients. The role contributes to the growth of the People Solutions Practice by helping develop and deliver benefit solutions that meet client needs. Building and nurturing internal and external relationships, exceeding client expectations, collaborating with colleagues, and providing responsive client service are important aspects of the position.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent years of experience.
• Five or more years of employee benefits client services experience.
• Strong working knowledge of group benefits, services, programs, and marketing elements for lines of coverage.
• Strong working knowledge of financial arrangements and products available to clients, with the ability to perform and analyze renewal projections for fully insured and self-funded clients.
• Understanding of industry trends and governmental regulations.
• Professional presence when interfacing with top management at other businesses and representing the company ethically.
• Professional, tactful negotiation and persuasion skills to achieve objectives.
• Strong analytical, problem-solving, and strategic planning skills.
• Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
• Ability to complete continuing education requirements as needed.
• Ability to comply with company policies and procedures and proactively protect the confidentiality of client and company information.
• Ability to organize work efficiently and manage time to meet deadlines.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to travel by automobile and aircraft.
• Ability to work on a computer for a prolonged amount of time.
• Ability to work outside normal business hours as needed.
• Legally able to work in the United States.

Responsibilities

• Lead the servicing of a designated book of business for renewals, marketing, and client service.
• Manage client engagements and projects, including identifying and securing resources, managing client and stakeholder expectations, and understanding client requirements and needs.
• Provide strategic planning and consulting advice, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing responses, and preparing and presenting client reports with recommendations.
• Interpret and evaluate plan offerings to ensure adequate coverage for clients’ identified risk tolerance.
• Influence clients’ strategic and tactical direction and decision-making processes.
• Manage multiple concurrent projects, priorities, and tasks, and collaborate effectively with the team.
• Build and maintain client relationships and strong working relationships with carriers, broker servicing networks, and other providers.
• Maintain an understanding of industry trends, product development, and governmental compliance and regulations to educate clients.
• Oversee development of financial models, interpret analyses and their implications, and offer recommendations.
• Oversee open enrollment communications and renewal implementation.
• Oversee benefit benchmarking studies, design plan comparison reports, and prepare client marketing materials.
• Mentor and train junior-level staff.
• Perform other responsibilities and duties as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level