Associate Account Executive - People Solution...

Lockton Companies; San Diego (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Lockton Companies in San Diego, CA seeks an Associate Account Executive in the Employee Benefits space. You will support marketing, servicing, and strategic consulting for current and prospective clients, helping develop benefit solutions and nurturing relationships with carriers and service networks.

The role emphasizes coordination, client stewardship, and resources management to ensure high-quality outcomes while aligning with industry regulations and client needs.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 5+ years of employee benefits client services experience.
• Strong knowledge of group benefits and marketing lines of coverage.
• Ability to analyze renewal projections for fully insured and self-funded clients.
• Proven relationship-building and professional communication skills.
• Comfort interfacing with top management and negotiating effectively.

Responsibilities

• Lead servicing of a designated book of business including renewal, marketing, and client service.
• Manage client engagements and projects; align resources and expectations.
• Produce RFPs, coordinate vendor responses, and present client reports with recommendations.
• Interpret plan offerings to meet clients’ risk tolerance.
• Influence client strategic direction and decision-making processes.
• Mentor junior staff and collaborate with the team on projects.

Skills

Relationship Building

Client Servicing

Strategic Planning

Negotiation

Project Management

Communication

Financial/Proposals

Industry Knowledge

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Office

Job description

Associate Account Executive - People Solutions

San Diego, California, 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 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

• 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.

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.