Benefits Strategy Associate Account Executive

Lockton; Dallas (TX); On-site; USD 65,000 - 88,000; Full time

Job summary

Lockton Companies LLC seeks an Associate Account Executive in Dallas to apply industry knowledge and provide high-level client and vendor support. You will develop and maintain strong client relationships, assist with plan design, RFPs, renewals, and enrollment activities, and help deliver tailored benefit solutions while ensuring exceptional service.

You will collaborate with brokers, coordinate OE materials, and support implementation plans for new client groups, leveraging MS Office to

Qualifications

• Bachelor's degree in a business field or equivalent experience.
• At least 3 years in the insurance industry, specifically in employee welfare benefits.
• Proficient with MS Office; strong organizational skills.

Responsibilities

• Support strategic planning discussions and client funding solutions.
• Collaborate with clients to determine funding and risk tolerance.
• Assist with RFPs and vendor responses.
• Prepare quotes, amendments, and client reports.
• Develop implementation plans and OE meeting coordination.
• Present materials during renewals and enrollment meetings.

Skills

Client relationships

Communication skills

Negotiation

Project coordination

Education

Bachelor’s Degree in Business

Tools

Microsoft Office

Job description

Lockton Companies LLC seeks an Associate Account Executive in Dallas to apply industry knowledge and provide high-level client and vendor support. You will develop and maintain strong client relationships, assist with plan design, RFPs, renewals, and enrollment activities, and help deliver tailored benefit solutions while ensuring exceptional service.

You will collaborate with brokers, coordinate OE materials, and support implementation plans for new client groups, leveraging MS Office to