Associate Account Executive - Executive Benef...

Lockton Companies; Denver, Northern (CO, KY); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Lockton Companies in Denver seeks a highly organized, analytical professional to support its National Executive Benefits Practice. You will assist with client service, RFP activity, annual reviews, and ongoing administration of executive benefits programs.

The role requires strong writing, listening, and organizational skills, with a focus on accuracy and responsive delivery across multiple projects and stakeholders.

Qualifications

• Exceptional organization capable of handling large information volumes.
• Dependable with strong follow-through and ability to close loops without reminders.
• Interest in AI, automation, and process improvement; capable of learning new tools.
• Excellent writer with professional, client-facing communication skills.

Responsibilities

• Support RFP and carrier marketing initiatives; gather information, submissions, deadlines, and analyses.
• Analyze RFP responses and contribute to recommendations.
• Produce executive-level presentations, summaries, and client-facing materials.
• Coordinate annual client reviews and ensure timely completion of deliverables.
• Manage recurring client outreach, respond to questions, and maintain records.

Skills

Organizational skills

Analytical thinking

Written communication

Active listening

Attention to detail

Tools

Excel

PowerPoint

Job description

Denver, Colorado, United States of America

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.

Lockton is seeking an exceptionally organized, analytical, and detail-oriented professional to join its growing National Executive Benefits Practice. This individual will play a critical role in supporting client service, RFP activity, annual reviews, recurring outreach, executive-level deliverables, and the ongoing administration of specialized Executive Benefits programs.

The ideal candidate is comfortable managing a significant amount of information at once, enjoys creating structure, and consistently follows through on work to completion. This person will be an excellent writer and listener, demonstrate sound judgment and common sense, and be willing to dig into unfamiliar or complex issues rather than waiting for detailed direction.

Key responsibilities would include:

• Support RFP and carrier marketing initiatives, including gathering information, preparing submissions, coordinating responses, tracking deadlines, organizing results, and assisting with analysis.
• Analyze the RFP and carrier responses, identify meaningful differences, and contribute to developingthoughtful recommendations.
• Produce executive-level presentations, summaries, reports, and other client-facing deliverables with increasing independence.
• Coordinate and manage annual client reviews, including gathering information, preparing materials, tracking deliverables, and ensuring timely completion.
• Manage recurring client outreach and follow-up, including reviewing and responding to questions generated from monthly communications.
• Process add, termination, and other participant or policy-related requests, maintaining accurate records and tracking each request through completion.
• Maintain organized project plans, open-item lists, and documentation to ensure commitments are completed, and nothing falls through the cracks.
• Manage multiple concurrent projects, priorities, and deadlines while maintaining a high degree of accuracy and responsiveness.
• Draft, review, edit, and refine client communications, executive summaries, reports, presentations, and other practice materials.
• Communicate confidently and professionally with clients, carriers, senior leaders, and internal stakeholders.
• Identify opportunities to improve organization, efficiency, consistency, and scalability across recurring processes and client deliverables.
• Demonstrate flexibility and a willingness to step into other responsibilities when volumes are high or team priorities shift.

Qualifications

The strongest candidate would be:

• Exceptionally organized and able to manage a substantial volume of information at one time.
• Highly dependable, with exceptional follow-through and the ability to close loops without repeated reminders.
• Strong in AI development and utilization, Excel, written communication, editing, and PowerPoint preparation.
• Analytical, curious, technically capable, and eager to learn the Executive Benefits business.
• An excellent listener who asks thoughtful questions and applies feedback.
• Someone with sound judgment and common sense who is not afraid to dig into an issue.
• Flexible, collaborative, and willing to step in where needed.
• Interested in technology, automation, AI, and process improvement.
• Demonstrate high Fact Finder and high to very high Follow Thru instincts - naturally digging into details, creating structure, managing complex information, and consistently tracking responsibilities through completion.
• Life & Health Insurance License is not required but may be obtained during employment as part of training and development.
• Applicants must be legally authorized to work in the United States at the time of hire. Sponsorship for employment visas is not available for this position.

This posting has been anticipated to close on 08-20-2026.

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.