Account Executive I – Employee Benefits – Private Equity

Lockton; Irvine (CA); On-site; USD 100,000 - 144,000; Full time

Benefits offered by this job

Referral bonus

Job summary

Lockton is seeking an experienced Account Executive I in the Employee Benefits space to lead marketing, servicing, and strategic consulting for clients. You will develop and deliver strategic benefit solutions, collaborate with carriers and service networks, and help drive growth in the Employee Benefits Practice.

The role requires strong client-facing skills, industry knowledge, and the ability to travel as needed. A Life & Health license or ability to obtain is required.

Qualifications

• Bachelor’s degree in business administration or related field.
• Typically 7+ years of client service experience in health and welfare/employee benefits.
• Experience presenting in front of clients.
• Strong knowledge of group benefits across multiple product lines.
• Current Life & Health license or ability to obtain immediately.

Responsibilities

• Maintains and enhances Lockton’s relationships with existing clients by proactive initiatives.
• Proactively understands the requirements and needs of a client.
• Provide strategic planning and consulting, including RFP production and analysis.
• Consults with clients to review options, vendor services, and goals.
• Mentors and trains junior-level staff.

Skills

Client service experience

Presenting to clients

MS Office proficiency

Education

Bachelor’s degree in business administration or related field

Life & Health license or ability to obtain immediately

Tools

Microsoft Office Suite

Job description

Account Executive I – Employee Benefits – Private Equity – (2600XR)

Referral Bonus

: 2,000.000000

Minimum Salary

: 100,000.000000

Maximum Salary

: 144,000.000000

Description

Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.

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, vender 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 government regulations.
• Operate effectively in a team environment, collaborating with colleagues to achieve common goals.
• Performs other responsibilities and duties as needed.

Position 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 a 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

Primary Location

: CA-Irvine

Other Locations

: CA-San Francisco, CO-Denver, WA-Seattle, AZ-Phoenix, CA-San Diego

Schedule

: Full-time

Hiring Manager

: Sean Spencer

Organization

: West

Anticipated Closing Date

:Jun 13, 2026, 4:59:00 AM|Ongoing