Associate, Executive Benefits – RFP & Client Deliverables

Lockton; Denver (CO); On-site; USD 65,000 - 105,000; Full time

Job summary

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

The ideal candidate manages a significant amount of information at once, creates structure, and follows through on work to completion.

Qualifications

• Candidates have strong organizational skills and can manage large information volumes.
• Excellent written communication and presentation capabilities.
• Comfort with data analysis and executive-level deliverables.
• Willingness to learn the Executive Benefits business.

Responsibilities

• 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 developing thoughtful 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.
• 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.

Skills

Executive Benefits

AI development

Excel

PowerPoint

Written communication

Analytical thinking

Organization

Follow-through

Tools

PowerPoint

CRM systems

Job description

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

The ideal candidate manages a significant amount of information at once, creates structure, and follows through on work to completion.