Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employe…
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employe…
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employe…
Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excell…
Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excell…
Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excell…
Transaction Analyst/Senior Analyst (P&C Due Diligence)
New York, New York, United States · Hybrid
Senior$2.2B raised
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Property & Casualty Insurance, Due Diligence, Financial Analysis, Data Analysis, Transaction Advisory
Transaction Analyst/Senior Analyst (P&C Due Diligence)
New York, New York, United States · Hybrid
Mid level$2.2B raised
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Property & Casualty Insurance, Due Diligence, Financial Analysis, Data Analysis, Transaction Advisory
Transaction Analyst/Senior Analyst (P&C Due Diligence)
New York, New York, United States · Hybrid
Senior$2.2B raised
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Property & Casualty Insurance, Due Diligence, Financial Analysis, Data Analysis, Transaction Advisory
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve othe…
Skills: Leave of absence administration, FMLA, ADA, HRIS, Benefit communication
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve othe…
Skills: Leave of absence administration, FMLA, ADA, HRIS, Benefit communication
Project Manager (Claims) Our Professional & Executive Risk team is looking to add a Project Manager (Claims) to the team. This role is responsible for coordinating the claims process from initial reporting through ongoin…
Skills: Claims management, Salesforce, CRM systems, Data reporting, Insurance documentation
Claims Analyst- Real Estate or Construction Vertical, Tampa or Charlotte
Charlotte, North Carolina, United States · On-site
Senior$2.2B raised
The successful candidate will have: Construction/multi-discipline claims industry knowledge and contacts An eagerness and enthusiasm to learn and be a part of the Risk Services Claim Practice Strong interpersonal s…
Claims Analyst- Real Estate or Construction Vertical, Tampa or Charlotte
Charlotte, North Carolina, United States · On-site
Senior$2.2B raised
The successful candidate will have: Construction/multi-discipline claims industry knowledge and contacts An eagerness and enthusiasm to learn and be a part of the Risk Services Claim Practice Strong interpersonal s…
Claims Analyst- Real Estate or Construction Vertical, Tampa or Charlotte
Charlotte, North Carolina, United States · On-site
Senior$2.2B raised
The successful candidate will have: Construction/multi-discipline claims industry knowledge and contacts An eagerness and enthusiasm to learn and be a part of the Risk Services Claim Practice Strong interpersonal s…
ESSENTIAL FUNCTIONS Program Implementation and Administration: Supports the rollout and ongoing administration of the client's reference-based pricing program; applies detailed understanding and in-depth working knowledg…
Skills: Reference Based Pricing, Medical Billing, Claims Processing, Healthcare Pricing, Microsoft Excel
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
ESSENTIAL FUNCTIONS Program Implementation and Administration: Supports the rollout and ongoing administration of the client's reference-based pricing program; applies detailed understanding and in-depth working knowledg…
Skills: Reference-based pricing, Medical billing, Claims processing, Healthcare pricing, Microsoft Excel
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree
Posted 3h ago
~40 hrs/week
Responsibilities
The Account Executive leads strategic consulting, marketing, and servicing efforts for employee benefits clients while maintaining strong relationships with vendors and carriers. They are responsible for developing benefit solutions, analyzing claims data, and mentoring junior staff to ensure high-quality client service.
Requirements
Candidates must have a bachelor's degree and at least 7 years of client service experience in the employee benefits or brokerage industry. Strong communication skills, proficiency in Microsoft Office, and a current Life & Health license are required for this role.
Full job description
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Executive, you will lead marketing, servicing, and strategic consulting efforts with prospective and current clients. The Account Executive is accountable for developing and delivering strategic benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing internal and external relationships.
Position Responsibilities • Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. • Proactively understands the requirements and needs of a client. • 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 options, vender services, fees, strategies, and goals. • Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. • Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. • Oversees issue-resolution between Client and the Vendor • Coordinates market selection for new and renewal business on designated accounts • May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services. • Negotiates program terms and costs. • Mentors and trains junior-level staff • Researches and understands industry trends, product development government regulations. • Operate effectively in a team environment, collaborating with colleagues to achieve common goals. • Performs other responsibilities and duties as needed.
Position Qualifications • Bachelor’s degree in business administration or related field and/or years of experience equivalent • Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and / or brokerage firm. • Experience presenting in front of a clients. • Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. • Working knowledge of different financial arrangements and products available to clients • Strong knowledge of underwriting, financing, and funding approaches • Ability to prepare and present client presentations with clarity and understanding. • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Strong verbal and interpersonal communication skills required. • Understands industry trends and governmental regulations. • Ability to complete continuing education requirements as needed. • Current Life & Health license or ability to obtain immediately. • Ability to attend company, department, and team meetings as required, including industry training sessions. • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information. • Ability to efficiently organize work and manage time to meet deadlines. • Ability to travel by automobile and aircraft. • Ability to use office equipment such as a computer, keyboard, calculator, and photocopier. • Ability to work on a computer for a prolonged amount of time. • Ability to work outside of normal business hours as needed. • Legally able to work in the United States
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US