Associate Account Executive - People Solutions

Socket.dev; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Lockton in San Diego seeks a seasoned Associate Account Executive in Employee Benefits to support marketing, servicing, and strategic consulting for our client base. You will help develop benefit solutions, manage renewals, and build strong relationships with clients and carriers.

You will mentor junior staff, coordinate RFPs, analyze plan options, and ensure compliance while delivering clear client reports and recommendations.

Qualifications

• Bachelor's degree or equivalent years of experience.
• 5+ years of Employee Benefits client services experience.
• Strong knowledge of group benefits, services and marketing lines of coverage.
• Ability to analyze renewal projections for fully insured and self-funded clients.
• Familiarity with industry trends and governmental regulations.
• Willingness and ability to travel as needed.

Responsibilities

• Lead servicing of a designated book of business related to renewal, marketing, and client service.
• Manage client engagements and projects; set and meet client/stakeholder expectations.
• Produce/RFP coordination: vendor responses, client reports with recommendations.
• Interpret and evaluate plan offerings to match client risk tolerance.
• Oversee open enrollment communications and renewal implementation.
• Mentor and train junior staff.

Skills

Relationship management

Client services

Analytical thinking

Strategic planning

Microsoft Office

Negotiation

Education

Bachelor's degree in Business Administration

Tools

Microsoft Office Suite

Job description

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.

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.