Associate Account Executive

Lockton; Irvine (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Lockton is seeking a motivated Associate Account Executive in the Employee Benefits space to support marketing, servicing, and strategic consulting efforts for a growing book of business in Irvine, CA.

The role focuses on building client relationships, delivering benefit solutions, and collaborating with carriers and internal teams to enhance client outcomes. A Bachelor's degree and 5+ years' experience in employee benefits are preferred.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of employee benefits client services experience.
• Strong working knowledge of group benefits and marketing.
• Ability to analyze renewal projections for fully insured and self-funded clients.

Responsibilities

• Lead servicing of a designated book of business including renewal, marketing, and client service.
• Manage client engagements and projects; secure resources and manage expectations.
• Provide strategic planning and consulting, including RFPs and vendor responses.
• Interpret plan offerings to meet clients' risk tolerance.
• Influence client direction and decision making.
• Manage multiple concurrent projects and collaborate with the team.
• Build and maintain client relationships with carriers, broker networks, and providers.
• Stay informed on industry trends, product development, and regulatory changes.
• Develop financial models and present analyses with recommendations.
• Oversee open enrollment communications and renewal implementation.
• Oversee benchmarking studies and client marketing materials.
• Mentor junior staff and perform other duties as requested.

Skills

Relationship building

Client servicing

Project management

Analytical thinking

Negotiation skills

Communication skills

Strategic planning

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Excel

PowerPoint

Job description

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Associate Account Executive in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and contributing to the growth of our People Solutions Practice. As an Associate Account Executive, you will support marketing, servicing, and strategic consulting efforts with prospective and current clients. You will assist in developing and delivering benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues are essential, as is a passion for building and nurturing both internal and external relationships.

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Associate Account Executive in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and contributing to the growth of our People Solutions Practice. As an Associate Account Executive, you will support marketing, servicing, and strategic consulting efforts with prospective and current clients. You will assist in developing and delivering benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues are essential, as is a passion for building and nurturing both internal and external relationships.

Position Responsibilities

• Lead the servicing of a designated book of business related to renewal, marketing, and client service.
• Manage client engagements and projects; identify and secure resources, manage client and stakeholder expectations, and proactively understand client requirements and needs.
• Provide strategic planning and consulting advice, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, preparing & presenting client reports with recommendations.
• Interpret and evaluate plan offerings to ensure adequate coverage for clients’ identified risk tolerance.
• Influence client strategic and tactical direction and decision-making processes.
• Successfully manage multiple concurrent projects, priorities, and tasks, and collaborate effectively with the team.
• Demonstrate exceptional ability to build and maintain client relationships and strong working relationships with carriers, broker servicing networks, and other providers.
• Maintain an understanding of industry trends, product development, and governmental compliance and regulations to educate clients.
• Oversee the development of financial models, provide interpretation and implications of analysis, and offer recommendations.
• Oversee open enrollment communications and renewal implementation.
• Oversee benefit benchmarking studies, design plan comparison reports, and client marketing materials.
• Mentor and train junior-level staff.
• Perform other responsibilities and duties as requested.

Qualifications

Position Qualifications

• Bachelor’s degree in Business Administration or a related field, or equivalent years of experience.
• 5 or more years of employee benefits client services experience.
• Strong working knowledge of group benefits, services, programs, and elements of marketing lines of coverage.
• Strong working knowledge of differing financial arrangements and products available to clients, with the ability to perform and analyze renewal projections for fully insured and self-funded clients.
• Understanding of industry trends and governmental regulations.
• Personal presence to interface with top management of other businesses, representing the company in a professional and ethical manner.
• Demonstrates professional, tactful negotiation and persuasion skills to achieve objectives.
• Strong analytical, problem-solving, and strategic planning skills.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to complete continuing education requirements as needed.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to travel by automobile and aircraft.
• 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.