Account Executive, Employee Benefits

Socket.dev; Dallas (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Socket.dev seeks a senior Client Services professional to manage and grow key client relationships in the US. You will provide strategic planning and consulting, coordinate RFP responses, and advise on investment options, services, and fees.

The role requires deep brokerage industry knowledge and excellent communication. You will review large claims data with clients, resolve issues with vendors, and mentor junior staff.

Qualifications

• Bachelor’s degree required; 7+ years client services experience preferred.
• Strong knowledge of Microsoft Office Suite required.
• Excellent verbal and interpersonal communication skills.
• Experience in the brokerage industry and understanding of industry trends.
• Ability to travel by automobile and aircraft.
• Willingness to work outside normal business hours when needed.

Responsibilities

• Maintains and enhances client relationships by executing proactive contact initiatives.
• Proactively understands client requirements and needs.
• Provide strategic planning and consulting advice, including RFPs and vendor responses.
• Consult with clients on investment options, services, fees, strategies and goals.
• Review large claims and monthly claims experience with clients.
• Oversees issue-resolution between client and vendor.
• Generates new business opportunities through cross-selling.
• Negotiates program terms and costs.
• Mentors and trains junior staff.
• Research industry trends and government regulations.
• Performs other duties as needed.

Skills

MS Office

Client relationship management

Communication skills

Brokerage industry knowledge

Regulatory awareness

Time management

Travel ability

Education

Bachelor's Degree in Business Administration or related field

Job description

Description:

• 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

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Qualifications:

• 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 neededAbility 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