Strategic Employee Benefits Account Executive

Socket.dev; Irvine (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Lockton in Irvine seeks an experienced Account Executive to lead marketing, servicing, and strategic consulting for employee benefits clients. You will develop strategic benefit solutions and nurture relationships with carriers, brokers, and clients.

The role requires presenting to clients, coordinating RFPs, and guiding large claims reviews while mentoring junior staff. Travel required; Life & Health license preferred or ability to obtain.

Qualifications

• Bachelor’s degree in business administration or related field.
• Typically, 7 years or more of client service experience in a health and welfare/employee benefits environment; at least 5 years in consulting and/or brokerage.
• Experience presenting in front of clients.
• Strong knowledge of group benefits and risk management.
• Ability to travel by automobile and aircraft.

Responsibilities

• Maintains and enhances relationships with existing clients and drives client satisfaction and engagement.
• Provides strategic planning and consulting, including RFPs, vendor responses, and client reports with recommendations.
• Consults with clients about options, vendor services, fees, strategies, and goals.
• Reviews large claims and utilization with clients and supports market selection for new/renewal business.
• Mentors junior staff and coordinates day-to-day activities on client accounts.

Skills

Client service experience

Verbal & interpersonal communication

Life & Health license

Microsoft Office proficiency

Education

Bachelor's degree in Business Administration

Tools

Microsoft Office Suite

Job description

Lockton in Irvine seeks an experienced Account Executive to lead marketing, servicing, and strategic consulting for employee benefits clients. You will develop strategic benefit solutions and nurture relationships with carriers, brokers, and clients.

The role requires presenting to clients, coordinating RFPs, and guiding large claims reviews while mentoring junior staff. Travel required; Life & Health license preferred or ability to obtain.