Associate Account Executive, Employee Benefits Growth

Lockton; San Francisco (CA); Vor Ort; USD 90.000 - 150.000; Vollzeit

Zusammenfassung

Lockton is seeking a motivated Associate Account Executive in the Employee Benefits space to support marketing, servicing, and strategic consulting for prospective and current clients. You will help develop and deliver benefit solutions while building strong relationships with clients and carriers.

You will lead servicing of a designated book of business, manage client engagements, provide strategic planning and RFP coordination, and mentor junior staff as part of the People Solutions Practice.

Qualifikationen

• Bachelor’s degree in Business Administration or related field (or equivalent years of experience).
• 5+ years of employee benefits client services experience.
• Strong knowledge of group benefits, services, programs and marketing elements.
• Ability to analyze renewal projections for fully insured and self-funded clients.
• Understanding of industry trends and governmental regulations.
• Professional presence interfacing with top management.
• Negotiation and persuasion skills to achieve objectives.
• Strong analytical, problem-solving and strategic planning skills.
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Ability to complete continuing education requirements as needed.
• Ability to protect client and company confidentiality.
• Excellent time management and organization.
• Willingness to travel as needed.
• Legal authorization to work in the United States.

Aufgaben

• 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 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.
• 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.

Kenntnisse

Client relationships

Analytical thinking

Strategic planning

Negotiation

Communication

Ausbildung

Bachelor’s degree

Tools

Microsoft Office

Jobbeschreibung

Lockton is seeking a motivated Associate Account Executive in the Employee Benefits space to support marketing, servicing, and strategic consulting for prospective and current clients. You will help develop and deliver benefit solutions while building strong relationships with clients and carriers.

You will lead servicing of a designated book of business, manage client engagements, provide strategic planning and RFP coordination, and mentor junior staff as part of the People Solutions Practice.