Senior Strategic Benefits Account Executive

Lockton; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Lockton Dunning Benefits seeks a Senior Account Executive to serve as a trusted advisor to clients with complex employee benefits needs. You will lead client strategy, strengthen executive-level relationships, guide plan design and renewal discussions, and help ensure each client receives thoughtful, proactive, and high-quality service.

Working with internal teams, you will align service delivery, financial performance, compliance support, and benefits strategy with each client’s broader

Qualifications

• Bachelor’s degree in a business-related field or equivalent professional experience.
• Six years of insurance industry experience with employee welfare benefits.
• Active insurance license, or ability to obtain required licensing.
• Strong knowledge of welfare benefits across multiple product lines.
• Ability to build trusted client relationships and communicate recommendations clearly to executive stakeholders.
• Advanced Microsoft Office skills, including Excel, PowerPoint, and Outlook.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Responsibilities

• Serve as a strategic relationship lead for complex local and national client accounts, building strong executive-level partnerships.
• Lead proactive account management and service delivery efforts, ensuring client expectations, timelines, and standards are met.
• Consult with clients on benefit plan strategy, funding arrangements, renewal planning, financial performance, and market trends.
• Analyze monthly, quarterly, and annual reporting to identify trends and present actionable recommendations to clients.
• Lead or support client meetings, providing guidance on strategy, financial performance, and plan priorities.
• Support new business opportunities by serving as a technical SME in prospect meetings.
• Oversee renewal strategy by discovery questions and aligning solutions with client goals.

Skills

Strategic client relationships

Executive-level communication

Account management

Project management

Financial/ROI analysis

Stakeholder management

Problem solving

Education

Bachelor's degree in Business or related field

Tools

MS Office Suite (Excel/PowerPoint/Outlook)

Job description

Lockton Dunning Benefits seeks a Senior Account Executive to serve as a trusted advisor to clients with complex employee benefits needs. You will lead client strategy, strengthen executive-level relationships, guide plan design and renewal discussions, and help ensure each client receives thoughtful, proactive, and high-quality service.

Working with internal teams, you will align service delivery, financial performance, compliance support, and benefits strategy with each client’s broader