Employee Benefits Account Executive – Client Growth

Lockton Companies; Kansas City (MO); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance bonus

Job summary

Lockton Companies is seeking an experienced Account Executive to lead marketing, servicing, and strategic consulting for client accounts in the Employee Benefits space. You will develop and deliver strategic benefit solutions, build strong client relationships, and support colleagues across teams.

The role emphasizes relationship-building, cross-selling, and collaboration with carriers and providers, with expectations of travel and outside-hours work as needed.

Qualifications

• Bachelor’s degree in business administration or related field.
• 10 years or more of client service experience in a health and welfare/employee benefits environment; at least 5 years in a consulting/brokerage firm.
• Experience presenting in front of clients.
• Experience with servicing complex business transactions such as acquisitions, mergers, and divestitures.
• Current Life & Health license or ability to obtain immediately.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Demonstrates strong working knowledge and experience within the brokerage industry.
• Substantial experience in marketing and servicing the insurance employer sponsored benefit plan.
• Extensive working knowledge of regulatory requirements of employer sponsored plans.
• Understand industry trends and governmental regulations.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to travel by automobile and aircraft.
• Ability to work outside of normal business hours as needed.

Responsibilities

• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
• Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives.
• Proactively understands the requirements and needs of a client account.
• Consults with Clients to review investment options, bender services, fees, strategies and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Reviews and issues profitability assists on all "fee-at-risk" proposals.
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers.
• Oversees issue-resolution between Client and the Vendor.
• Coordinates market selection for new and renewal business on designated accounts.
• Initiates and duplicates new business report activities.
• Generates new business opportunities through cross-selling.
• Negotiates program terms and costs.
• Mentors and trains junior-level staff.

Skills

Client service

Presentation skills

Communication

MS Office

Education

Bachelor’s degree in business administration

Job description

Lockton Companies is seeking an experienced Account Executive to lead marketing, servicing, and strategic consulting for client accounts in the Employee Benefits space. You will develop and deliver strategic benefit solutions, build strong client relationships, and support colleagues across teams.

The role emphasizes relationship-building, cross-selling, and collaboration with carriers and providers, with expectations of travel and outside-hours work as needed.