Strategic Employee Benefits Account Executive

Socket.dev; Louisiana (MO); On-site; USD 85,000 - 125,000; Full time

Job summary

Lockton is seeking a seasoned Client Services professional to manage and grow strategic client relationships. You will craft proactive contact plans, review investment options and fees, and coordinate RFP responses with insightful recommendations.

You will regularly consult with clients on large claims, utilization trends, and renewals while guiding cross-functional teams. Strong MS Office skills and industry knowledge are essential for success.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• 7+ years of client services experience in a brokerage environment is typical.
• Strong knowledge of MS Office and ability to produce reports.

Responsibilities

• Maintains and enhances client relationships with proactive contact initiatives.
• Understands client requirements and provides strategic planning and consulting.
• Produces RFPs, coordinates responses, analyzes proposals, and reports with recommendations.
• Consults on investment options, revenue goals, and large claims reviews.
• Oversees market selection and coordinates day-to-day related activities.
• Mentors junior staff and stays current with industry trends and regulations.

Skills

Client services experience

Brokerage industry knowledge

Verbal & interpersonal communication

Microsoft Office proficiency

Travel ability

Confidentiality awareness

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

Job description

Lockton is seeking a seasoned Client Services professional to manage and grow strategic client relationships. You will craft proactive contact plans, review investment options and fees, and coordinate RFP responses with insightful recommendations.

You will regularly consult with clients on large claims, utilization trends, and renewals while guiding cross-functional teams. Strong MS Office skills and industry knowledge are essential for success.