Employee Benefits Solutions Lead

Lockton Companies; Dallas, Northern (TX, KY); Hybrid; USD 95,000 - 115,000; Full time

Job summary

Lockton Companies in Dallas, TX is seeking an experienced Client Services professional to maintain and grow strategic client relationships within a leading insurance brokerage. You will provide consulting on RFPs, negotiate terms, coordinate vendor responses, and help drive revenue growth for designated accounts.

The ideal candidate has 7+ years in client services, strong communication skills, and proficiency with Microsoft Office. Travel may be required.

Qualifications

• Bachelor’s degree or equivalent; typically 7+ years of client services experience.
• Strong knowledge of brokerage industry and market trends.
• Excellent verbal and written communication skills.
• Ability to manage multiple client accounts and deadlines.
• Willingness to travel as required.

Responsibilities

• Maintain and enhance client relationships with proactive contact.
• Provide strategic planning and consulting for clients, including RFPs.
• Consult with clients on investment options and fees.
• Coordinate market selection for new and renewal business.
• Mentor junior staff and share industry insights.
• Support revenue growth and cross-sell opportunities.
• Ensure confidentiality and compliance with policies.

Skills

Client relationships

RFP coordination

Strategic consulting

Revenue growth

Vendor management

Communication skills

Travel readiness

Education

Bachelor's degree or equivalent

Tools

MS Office Suite

Excel

PowerPoint

Word

Outlook

Job description

Lockton Companies in Dallas, TX is seeking an experienced Client Services professional to maintain and grow strategic client relationships within a leading insurance brokerage. You will provide consulting on RFPs, negotiate terms, coordinate vendor responses, and help drive revenue growth for designated accounts.

The ideal candidate has 7+ years in client services, strong communication skills, and proficiency with Microsoft Office. Travel may be required.