Employee Benefits Strategy Lead

Lockton Companies; Baton Rouge (LA); On-site; USD 75,000 - 110,000; Full time

Job summary

Lockton Companies in Baton Rouge, LA seeks an experienced client services professional to manage relationships with existing clients and provide strategic consulting. You will coordinate RFPs, review claims and fees, and help drive revenue growth while mentoring junior colleagues.

The role requires 7+ years in client services within the brokerage sector, superb communication, and ability to travel as needed.

Qualifications

• Bachelor’s degree in business or related field, or equivalent experience.
• Typically 7+ years of client services experience.
• Strong knowledge of Microsoft Office and office communication.
• Brokerage industry knowledge and regulatory awareness required.
• Ability to attend meetings and travel as needed.

Responsibilities

• Maintain and enhance client relationships with proactive contact initiatives.
• Provide strategic planning and consulting advice, including RFP coordination.
• Consult with clients on investment options, fees, and goals.
• Review large claims and monthly experience; support revenue targets.
• Coordinate market selection for new and renewal business.
• Mentor junior staff and share knowledge with the team.
• Travel as needed to service accounts and attend meetings.

Skills

Client services

Relationship management

Verbal and interpersonal communication

Microsoft Office Suite

Brokerage industry knowledge

Education

Bachelor’s Degree in Business Administration or related field

Tools

CRM software

Job description

Lockton Companies in Baton Rouge, LA seeks an experienced client services professional to manage relationships with existing clients and provide strategic consulting. You will coordinate RFPs, review claims and fees, and help drive revenue growth while mentoring junior colleagues.

The role requires 7+ years in client services within the brokerage sector, superb communication, and ability to travel as needed.