Strategic Benefits Account Executive

Lockton Companies; Dallas (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Lockton Companies in Dallas 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 ensure proactive, high-quality service.

Working with internal teams, producers, carriers and vendors, you will align service delivery and financial performance with client goals.

Qualifications

• Bachelor’s degree in a business-related field or equivalent professional experience.
• Minimum of six years of insurance industry experience, with demonstrated expertise in employee welfare benefits.
• Active insurance license, or ability to obtain required licensing.
• Strong working knowledge of welfare benefits across multiple product lines, including medical, dental, life, AD&D, disability, and ancillary products.
• Understanding of risk, insurance principles, funding options, medical underwriting calculations, and financial arrangements such as fully insured, self-funded, minimum premium, and administrative services only arrangements.
• Proven ability to build trusted client relationships, deliver excellent service, and communicate recommendations clearly to executive stakeholders.
• Advanced Microsoft Office skills, including Excel, PowerPoint, and Outlook.
• Ability to work with large spreadsheets, census files, disruption analysis, geo-access data, benchmarking information, and related analytical tools.
• Excellent organizational, communication, critical thinking, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.

Responsibilities

• Serve as a strategic relationship lead for complex client accounts at local and national levels.
• Lead proactive account management and service delivery to meet client expectations.
• Consult with clients on benefit plan strategy, funding, renewal planning and trends.
• Analyze reporting to identify trends and present actionable recommendations.
• Lead or support client meetings with guidance on strategy and performance.
• Partner with Producers in prospect meetings as a technical expert.
• Manage RFP process with Team Lead and prepare client materials.
• Oversee renewal strategy with discovery questions and stakeholder alignment.
• Coordinate communications, collateral, and enrollment activities.
• Maintain knowledge of carrier products to recommend client solutions.
• Educate clients on compliance topics with legal counsel.
• Assist with Form 5500 filings and plan documents.
• Monitor claim-related matters and negotiate resolutions.
• Identify service challenges and implement process improvements.
• Mentor and train team members.

Skills

Strategic relationships

Account management

Client advisory

Communication skills

Problem solving

Project coordination

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Outlook

Job description

Lockton Companies in Dallas 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 ensure proactive, high-quality service.

Working with internal teams, producers, carriers and vendors, you will align service delivery and financial performance with client goals.