Executive Benefits Associate: RFPs, Analytics & Delivery

Socket.dev; Denver, Northern (CO, KY); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Lockton is seeking an exceptionally organized Associate Account Executive for Executive Benefits. You’ll support RFP activity, prepare executive-level materials, and manage annual client reviews with precision.

The role emphasizes writing, data analysis, and process improvement, with opportunities to leverage AI, Excel, and PowerPoint in delivering client-ready insights and scalable solutions.

Qualifications

• Exceptional organizational and analytical abilities with attention to detail.
• Strong writing and editing skills for executive-level deliverables.
• Ability to manage multiple projects, deadlines, and stakeholders.
• Wamiliar with RFP processes, carrier coordination, and client communications.

Responsibilities

• Support RFP and carrier marketing initiatives and submissions.
• Prepare executive-level presentations, summaries and reports.
• Coordinate annual client reviews and ongoing outreach.
• Process participant or policy-related requests and track completion.
• Develop structured processes to improve efficiency and scalability.

Skills

AI development

Written communication

Editing

Analytical

Tools

Excel

PowerPoint

Job description

Lockton is seeking an exceptionally organized Associate Account Executive for Executive Benefits. You’ll support RFP activity, prepare executive-level materials, and manage annual client reviews with precision.

The role emphasizes writing, data analysis, and process improvement, with opportunities to leverage AI, Excel, and PowerPoint in delivering client-ready insights and scalable solutions.