Assistant Vice President

Lockton Companies; Dallas, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Lockton Companies in Dallas seeks an Associate/Assistant Vice President to lead health and welfare benefits consulting for large complex clients. You will advise on plan strategy, funding, renewals and vendor management while mentoring others in a dynamic, client-focused environment.

The role requires strong financial acumen, leadership presence and ability to manage multiple priorities with high-quality execution.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• Seven years of insurance industry experience in health and welfare benefits.
• Active insurance license or ability to obtain one.
• Strong knowledge of welfare benefits across multiple lines.
• Understanding of risk, funding options and medical underwriting.
• Experience with fully insured, self-funded, ASO arrangements.
• Ability to analyze large spreadsheets and benchmarking data.
• Advanced Microsoft Office skills (Excel, PowerPoint, Outlook).
• Strong organizational, communication, and problem-solving skills.
• Proven ability to build client relationships and deliver service.

Responsibilities

• Consult large, complex clients on health and welfare plan strategy and renewals.
• Manage a portion of a complex book of business with local and national clients.
• Serve as a trusted advisor, developing strong client relationships and guidance.
• Lead meetings, provide strategic guidance and present financial insights.
• Develop client presentations, reports and recommendations for benefit plans.
• Coordinate RFP processes, analyze results and negotiate terms.
• Collaborate with Producers in prospect meetings and lead RFPs as needed.
• Lead implementation and communications including open enrollment.
• Identify and resolve client service issues and vendor concerns.
• Mentor teammates to strengthen knowledge and service standards.

Skills

Client relationships

Analytical abilities

Leadership presence

Mentorship

Problem solving

Excellent communication

Microsoft Excel

Education

Bachelor’s degree in business or equivalent

Tools

Excel

PowerPoint

Outlook

Job description

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Secondary locations

Houston, San Antonio, Plano, New Orleans, Baton Rouge, Austin

Lockton is the world’s largest privately held independent insurance brokerage, helping clients protect their people, property and reputation while advancing their business objectives. Our entrepreneurial culture, national scale and commitment to client service have fueled steady growth and continued recognition as one of the insurance industry’s best workplaces.
At Lockton, Associates are empowered to bring ideas forward, build trusted client relationships and grow meaningful careers in a collaborative, people-first environment. If you are a committed benefits professional who thrives on solving complex challenges and delivering exceptional service, we invite you to explore this opportunity.
Lockton Dunning Benefits is seeking an Assistant Vice President to serve as a senior health and welfare benefits consultant and subject matter expert. Under the general guidance of the Team Lead, this role will advise complex clients on benefit strategy, plan performance, design, funding, renewals, compliance and vendor management. The ideal candidate brings strong financial acumen, consultative judgment, leadership presence and the ability to mentor others while adapting to shifting client and business priorities.

Responsibilities

• Consult proactively with large and complex clients on health and welfare plan strategy, including plan design, pricing, benchmarking, renewals, funding arrangements and vendor performance.
• Manage a portion of a complex book of business with local and national clients across multiple funding methods.
• Serve as a trusted business advisor by developing strong relationships with client contacts and delivering thoughtful guidance, clear communication and high-quality execution.
• Act as a health and welfare subject matter expert, partnering with internal specialists and legal counsel on complex strategy and compliance topics, including ERISA, COBRA, FMLA, and Form 5500 filings.
• Lead client meetings, provide strategic guidance and present financial performance insights independently or in partnership with the Team Lead.
• Develop and deliver client presentations, communications, reports and recommendations tailored to each client’s benefit plans and business objectives.
• Execute renewal, marketing and Request for Proposal (RFP) processes by coordinating vendor responses, analyzing results, preparing client recommendations and negotiating plan terms or design changes.
• Support new business efforts by collaborating with Producers in prospect meetings, serving as the technical benefits expert and leading the RFP process as needed.
• Lead implementation and communication processes, including communication strategy, collateral materials, vendor implementation and open enrollment meetings.
• Identify and resolve client service issues, vendor concerns and complex claim-related matters; recommend process improvements that enhance service quality and client retention.
• Collaborate with the Team Lead to develop project plans, assign resources, monitor deliverables and ensure client project goals are met.
• Mentor and train team members to strengthen technical knowledge, client service standards and overall team effectiveness.
• Maintain ongoing client relationships by participating in client meetings, on-site visits and relationship-building events.

Qualifications

• Bachelor’s degree in a business-related field or equivalent professional experience.
• Minimum of seven years of insurance industry experience, with a focus on employee health and welfare benefits.
• Active insurance license, or ability to become licensed.
• Strong working knowledge of welfare benefits across multiple product lines, including medical, dental, life, accidental death and dismemberment (AD&D) and disability.
• Understanding risk, insurance, funding options and medical underwriting calculations.
• Experience with different financial arrangements and products, including fully insured, self-funded, minimum premium and administrative services only (ASO) arrangements.
• Ability to analyze and manipulate large spreadsheets, census data, disruption analyses, geographic access reports and benchmarking data.
• Excellent Microsoft Office skills, including Excel, PowerPoint and Outlook.
• Excellent organizational, communication, critical thinking and problem-solving skills.
• Demonstrated ability to build client relationships and deliver exceptional customer service.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

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.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.