Associate Account Executive - People Solutions

Lockton • Irvine, CA

2d

About The Position

Lockton is seeking a motivated and detail-oriented Associate Account Executive in its Employee Benefits space. The role supports marketing, servicing, and strategic consulting for prospective and current clients, and helps develop and deliver benefit solutions that meet client needs. The position calls for a commitment to building relationships, exceeding client expectations, contributing to the growth of the People Solutions Practice, and collaborating with colleagues.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent years of experience.
• At least 5 years of employee benefits client services experience.
• Strong working knowledge of group benefits, services, programs, and marketing 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, representing the company professionally and 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 servicing for a designated book of business related to 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 the development of financial models, interpret analyses and their implications, and provide 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