Senior Account Executive, Employee Benefits

Lockton Companies; Irvine (CA); On-site; USD 100,000 - 140,000; Full time

Job summary

Lockton Companies in Irvine, California is seeking an experienced Account Executive II in Employee Benefits. You will lead marketing, servicing, and strategic consulting for clients, building relationships and delivering benefit solutions that meet client needs.

You will collaborate with carriers and broker servicing networks, coordinate RFPs, analyze responses, and present recommendations to clients. Travel and strong communication are essential.

Qualifications

• Bachelor’s degree in business administration or related field or equivalent experience.
• Typically 7+ years of client service experience in health and welfare/employee benefits environment; at least 5 years at a consulting or brokerage firm.
• Experience presenting in front of clients.
• Strong knowledge of Microsoft Office Suite.

Responsibilities

• Maintains and enhances relationships with existing clients and drives client satisfaction.
• Provides strategic planning and consulting, including RFP production and vendor coordination.
• Reports on options, vendors, fees, strategies, and client recommendations.
• Oversees issue-resolution and coordinates market selection for new/renewal business.
• Mentors junior staff and stays updated on industry trends and regulations.

Skills

Client relationship management

Communication skills

Public speaking

Interpersonal communication

Travel readiness

Education

Bachelor's degree in business administration or related field

Tools

Excel

Word

PowerPoint

Outlook

Job description

Lockton Companies in Irvine, California is seeking an experienced Account Executive II in Employee Benefits. You will lead marketing, servicing, and strategic consulting for clients, building relationships and delivering benefit solutions that meet client needs.

You will collaborate with carriers and broker servicing networks, coordinate RFPs, analyze responses, and present recommendations to clients. Travel and strong communication are essential.