AVP, Account Executive - People Solutions (Employee Benefits)

Lockton-posted 3 months ago
Tampa, FL
5,001-10,000 employees
Insurance Carriers and Related Activities
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The Account Executive is the strategic leader of the client management team. With an advanced/expert level in supporting the client's benefits strategy for multiple levels of complexity, funding strategies, and needs. This person works closely with each client to develop and drive a benefits strategy aligned with organizational goals and objectives. The Account Executive supports the client in developing a measurement strategy to monitor the success of the programs implemented and recommends modifications as appropriate. A trusted advisor who is responsive and receptive to client needs, the Account Executive provides innovative solutions and industry best deliverables. The Account Executive provides leadership, direction, coaching and mentorship to the Account Managers and Account Analyst on the service team.

  • Responsible for overall client satisfaction, client relationship and client retention.
  • Engages and resolves highly escalated client service matters.
  • Defines annual service calendar activities.
  • Drives strategy planning process with client.
  • Evaluates utilization data and financial health of client to make recommendations for pre-renewal and stewardship planning.
  • Defines communications strategy for annual plan year communications.
  • Assists a client in the development of a long-term communication campaign aimed at increasing employee engagement.
  • Monitors account expenses and ensures that billing and invoicing is up to date.
  • Responsible for the overall profitability of the account.
  • Defines strategic goals in collaboration with client and is accountable for execution of successful marketing.
  • Reviews final quotes and recommendations, conducts final negotiations with carriers, presents recommendations to clients, and documents client acceptance of renewal strategy.
  • Resolves escalated renewal issues.
  • Supports new carrier relationships and acts as an escalation point for issues during renewal implementation.
  • Directs client onboarding activities following standard process and checklists.
  • Establishes key reporting metrics for each client and coordinates with the client service team to deliver reporting.
  • Provides a summary overview to client with key highlights to reporting and provides expert guidance and consultation.
  • Ensures that the client's needs are met; builds productive relationships with all clients.
  • Takes accountability for client satisfaction and loyalty.
  • Uses appropriate interpersonal techniques to prevent and resolve escalated client complaints.
  • Obtains information and identifies key issues and relationships relevant to achieving long-range goals.
  • Commits to a course of action to accomplish long-range goals after developing alternatives.
  • Uses knowledge of economic, financial, market, and industry trends to improve results.
  • Identifies and understands problems and opportunities by gathering, analyzing, and interpreting information.
  • Maintains effectiveness when experiencing major changes in work responsibilities or environment.
  • Creates an environment that inspires people to generate novel solutions.
  • Establishes an action plan for self and others to complete work efficiently and on time.
  • Maintains stable performance under pressure or opposition.
  • Fosters a work environment that encourages integrity and respect.
  • Proactively confronts difficult issues and makes bold choices.
  • Identifies and leverages opportunities to accelerate results and build capability.
  • Engages individuals in developing and committing to an action plan for performance improvement.
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