Employee Benefits Account Executive — Strategic Client Solutions

Lockton Companies; San Francisco (CA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Industry-leading health insurance

Opportunities for career growth

Support for overall health and wellbeing

Job summary

A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry.

Qualifications

• 7+ years of Client service experience in health and welfare/employee benefits environment.
• Must have experience presenting to clients.
• Ability to obtain a current Life & Health license immediately.

Responsibilities

• Maintain and enhance relationships with existing clients.
• Provide strategic planning and consulting advice to clients.
• Mentor and train junior-level staff.

Skills

Client service experience

Strong verbal and interpersonal communication skills

Knowledge of underwriting

Ability to prepare and present client presentations

Education

Bachelor's degree in business administration or related field

Tools

Microsoft Office Suite

Job description

A leading insurance brokerage in San Francisco is seeking an experienced Account Executive in the Employee Benefits space. The role involves managing client relationships, delivering strategic benefit solutions, and collaborating with colleagues to exceed client expectations. Ideal candidates have a bachelor's degree and extensive client service experience in health insurance. This position offers a chance to thrive in a caring culture while making a significant impact in the industry.