Associate Account Executive, Employee Benefit...

Associate Account Executive, Employee Benefits

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At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented, and always striving to improve ourselves and those around us. We are active listeners, understanding client needs, and developing innovative solutions. If you enjoy delivering excellent service to clients, giving back to communities, and being part of a caring culture, you belong here.

Lockton Dunning Benefits is seeking an Associate Account Executive responsible for providing technical and operational support to clients and vendors. This role involves developing and maintaining strong internal and external relationships to deliver exceptional customer service that meets or exceeds industry standards.

• Participate in strategic planning and consulting for plan strategies.
• Work with clients to determine funding solutions, long-term objectives, and risk tolerance.
• Negotiate quotes with carriers and recommend plan designs for smaller accounts.
• Handle daily client issues and questions under the guidance of the team lead.
• Assist in renewals and open enrollment meetings by presenting benefits and marketing materials.
• Coordinate vendor responses for RFPs, analyze proposals, and prepare client reports.
• Facilitate quotes, amendments, and reinstatements as needed.
• Interpret clients’ current coverages, identify gaps, and suggest improvements.
• Develop financial models and reports, providing analysis and implications of recommendations.
• Assist in implementing plans, including coordinating open enrollment meetings.
• Create client communications such as guides, flyers, and presentations with Marketing.
• Review all agreements and documents for accuracy.
• Conduct industry surveys as requested by clients.
• Participate in client meetings to review claims, utilization, and strategies.
• Research industry trends and new carrier products through vendor meetings.
• Stay informed on governmental regulations to advise clients, partnering with legal counsel.
• Perform other duties as assigned.

Qualifications

Equal Opportunity Statement

Lockton Companies is committed to providing equal opportunity and fostering an inclusive culture where everyone is treated with respect and dignity. We value diversity and strive to create a caring environment that celebrates differences, recognizing that our success depends on recruiting, developing, and retaining diverse talent.

About Lockton

Lockton is the largest privately held independent insurance brokerage worldwide, serving clients since 1966. With over 13,100 associates in more than 155 countries, we are dedicated to doing what’s right every day.

How We Will Support You

We empower our employees to be authentic and support their growth and career aspirations. We offer industry-leading health insurance and additional wellness options to support your overall well-being.

Any unsolicited resumes submitted by employment agencies or individuals will become the property of Lockton, and we reserve the right to hire without obligation or fee. Agencies with existing fee agreements should submit candidates through our designated contacts.

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