Employee Benefits Associate: Client Strategy & Service

Lockton; Denver (CO); On-site; USD 90,000 - 150,000; Full time

Job summary

Lockton is seeking a motivated Associate Account Executive in the Employee Benefits space. You will support marketing, servicing, and strategic consulting for prospective and current clients, helping develop benefit solutions tailored to client needs.

In this role, you will lead client engagements, coordinate resources, prepare RFPs, analyze plan options, and mentor junior staff while staying current on industry trends and regulatory requirements.

Qualifications

• Bachelor's degree in Business Administration or related field.
• 5+ years of employee benefits client services experience.
• Knowledge of group benefits, services, programs, and marketing elements.
• Ability to perform and analyze renewal projections for fully insured and self-funded clients.
• Understanding of industry trends and governmental regulations.
• Professional, tactful negotiation and persuasion skills.

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 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.

Skills

Relationship management

Client servicing

Strategic planning

Vendor coordination

Communication skills

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton is seeking a motivated Associate Account Executive in the Employee Benefits space. You will support marketing, servicing, and strategic consulting for prospective and current clients, helping develop benefit solutions tailored to client needs.

In this role, you will lead client engagements, coordinate resources, prepare RFPs, analyze plan options, and mentor junior staff while staying current on industry trends and regulatory requirements.