Senior Employee Benefits Account Executive

Lockton; Irvine (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Lockton is seeking an experienced Account Executive in the Employee Benefits space to lead marketing, servicing, and strategic consulting for client accounts in Irvine. You will cultivate strong relationships, present strategic benefit solutions, and coordinate with carriers and brokerage teams to exceed client expectations.

You will review options, RFPs, and vendor services, mentor junior staff, and travel as needed.

Qualifications

• Bachelor's degree in business administration or related field.
• Typically 7+ years of client service experience in health and welfare/employee benefits.
• Experience presenting to clients.
• Firm working knowledge of group benefits.
• Understanding of risk management.
• Microsoft Office proficiency.
• Willingness to travel.
• Legally able to work in the United States.

Responsibilities

• Maintains and enhances Lockton's relationships with existing clients by proactive initiatives to ensure client satisfaction and engagement.
• Proactively understands the requirements and needs of a client.
• Provide strategic planning and consulting including RFPs, vendor responses, analysis, and client reports with recommendations.
• Consults with Clients to review options, vendor services, fees, strategies, and goals.
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience.
• Develops and maintains dependable relationships with carriers, broker servicing networks, and other providers.
• Oversees issue-resolution between Client and the Vendor.
• Coordinates market selection for new and renewal business on designated accounts.
• May help coordinate day-to-day administrative activities among those servicing the Client's account.
• Negotiates program terms and costs.
• Mentors and trains junior-level staff.
• Researches and understands industry trends and regulations.
• Operate effectively in a team environment, collaborating with colleagues to achieve common goals.
• Performs other responsibilities and duties as needed.

Skills

Verbal communication

Interpersonal communication

Presentation skills

Client relationship management

Education

Bachelor's degree in business administration or related field

7+ years of client service experience in health and welfare/employee benefits environment

Life & Health license or ability to obtain

Tools

Microsoft Office Suite

Job description

Lockton is seeking an experienced Account Executive in the Employee Benefits space to lead marketing, servicing, and strategic consulting for client accounts in Irvine. You will cultivate strong relationships, present strategic benefit solutions, and coordinate with carriers and brokerage teams to exceed client expectations.

You will review options, RFPs, and vendor services, mentor junior staff, and travel as needed.