Account Executive I - Employee Benefits

Lockton Companies; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Industry-leading health insurance

Job summary

Lockton Companies is looking for a qualified individual to enhance client relationships through strategic planning and consulting. Your role will involve client engagement, mentoring staff, and staying informed on industry trends.

This position requires a Bachelor's degree and significant experience in a client service environment. You will work in a supportive culture that values diversity, equity, and inclusion.

Qualifications

• 7+ years of client service experience in health and welfare/employee benefits.
• Experience presenting in front of clients.
• Strong knowledge of underwriting, financing, and funding approaches.

Responsibilities

• Maintain and enhance relationships with clients.
• Provide strategic planning and consulting advice.
• Mentor and train junior-level staff.

Skills

Client service experience

Presentation skills

Knowledge of group benefits

Microsoft Office Suite

Interpersonal communication

Education

Bachelor’s degree in business administration or related field

Job description

Position Responsibilities

• Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement.
• Proactively understands the requirements and needs of a client.
• 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 options, vendor services, fees, strategies, and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• 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.
• May help coordinate the day‑to‑day administrative activities among those servicing the Client’s account, including the coordination of all support services.
• Negotiates program terms and costs.
• Mentors and trains junior‑level staff.
• Researches and understands industry trends, product development, and government regulations.
• Operates effectively in a team environment, collaborating with colleagues to achieve common goals.
• Performs other responsibilities and duties as needed.

Qualifications

• Bachelor’s degree in business administration or related field and/or years of experience equivalent.
• Typically, 7 years or more of client service experience in a health and welfare/employee benefits environment; at least 5 years of this experience needs to be at a consulting and/or brokerage firm.
• Experience presenting in front of clients.
• Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management.
• Working knowledge of different financial arrangements and products available to clients.
• Strong knowledge of underwriting, financing, and funding approaches.
• Ability to prepare and present client presentations with clarity and understanding.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Understands industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Current Life & Health license or ability to obtain immediately.
• 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 to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as a computer, keyboard, calculator, and photocopier.
• 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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.