Senior AVP, Health & Welfare Benefits

Lockton; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Lockton is seeking an Assistant Vice President to serve as a senior health and welfare benefits consultant. You will advise complex clients on benefit strategy, plan performance, design, funding, renewals, compliance and vendor management.

The ideal candidate brings strong financial acumen, consultative judgment and leadership to mentor others while adapting to shifting client priorities. This role emphasizes collaboration within a team-first environment and client-focused service.

Qualifications

• Experience with health and welfare benefits strategy, design, pricing and renewals.
• Strong ability to manage a complex client book of business.
• Active insurance license or ability to become licensed.
• Experience with ERISA, COBRA, FMLA and Form 5500 filings is a plus.

Responsibilities

• Consult proactively with large and complex clients on health and welfare plan strategy, including plan design, pricing, benchmarking, renewals, funding arrangements and vendor performance.
• Manage a portion of a complex book of business with local and national clients across multiple funding methods.
• Serve as a trusted business advisor by developing strong relationships with client contacts and delivering thoughtful guidance, clear communication and high-quality execution.
• Lead client meetings, provide strategic guidance and present financial performance insights independently or with the Team Lead.
• Develop and deliver client presentations, communications, reports and recommendations tailored to each client’s benefit plans and business objectives.

Skills

Health & welfare benefits

Client relationships

Financial acumen

Leadership & mentoring

Project management

Data analysis

Education

Bachelor’s degree in business or related field

Tools

Excel

PowerPoint

Outlook

Job description

Lockton is seeking an Assistant Vice President to serve as a senior health and welfare benefits consultant. You will advise complex clients on benefit strategy, plan performance, design, funding, renewals, compliance and vendor management.

The ideal candidate brings strong financial acumen, consultative judgment and leadership to mentor others while adapting to shifting client priorities. This role emphasizes collaboration within a team-first environment and client-focused service.