Strategic Employee Benefits Account Executive

Lockton; New Orleans (LA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Lockton in New Orleans seeks a seasoned Client Services professional to strengthen client relationships and lead strategic responses to proposals and reports.

This in-office hybrid role requires brokerage knowledge, strong communication, and the ability to travel; you will coordinate accounts and supervise staff. A Bachelor’s degree and 7+ years in client services plus MS Office skills are expected, with adherence to confidentiality and industry regulations.

Qualifications

• Bachelor’s Degree in Business Administration or related field (or equivalent experience).
• Typically more than 7 years of Client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Brokerage industry knowledge and understanding of trends/regulations.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

Responsibilities

• Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
• Proactively understands the requirements and needs of a Client account
• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
• Consults with Clients to review investment options, bender services, fees, strategies and goals
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
• Reviews and issues profitability assists on all “fee-at-risk” proposals
• Assists in the establishment and attainment of revenue goals for existing and new business
• Mentors and trains junior-level staff
• Researches and understands industry trends, product development government regulations

Skills

Verbal communication

Interpersonal skills

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton in New Orleans seeks a seasoned Client Services professional to strengthen client relationships and lead strategic responses to proposals and reports.

This in-office hybrid role requires brokerage knowledge, strong communication, and the ability to travel; you will coordinate accounts and supervise staff. A Bachelor’s degree and 7+ years in client services plus MS Office skills are expected, with adherence to confidentiality and industry regulations.