Account Executive I- Employee Benefits

Location Icon

San Francisco, California, United States of America

Bag Icon

Administration

Profile Icon

2501WC

Apply now

Account Executive I- Employee Benefits

Location Icon

San Francisco, California, United States of America

Bag Icon

Administration

Profile Icon

2501WC

Apply now
Working at Lockton

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

Business unit

West Series

Salary

$125,000-$152,000

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Responsibility Icon

Your Responsibilities

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.

#LI-DA2

 

Qualification Icon

Qualifications

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

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

Similar Vacancies

View all

Life at Lockton

Roof top solar installation with shenzhen downtown skyline view as background,China.

April 20, 2023

Empowered people tod...
Environmental responsibility, social impact and corporate governance (ESG) considerations play an important role in how we approach our business and our culture at Lockton, and what makes Lockton stand apart is also what makes us better: independence.    The components of ESG are not new to us — in fact, many elements of an ESG strategy are reflected in the philosophies we abide by every day. A group representing Lockton’s senior and regional leadership, product line leaders, and experts across the globe came together to formally explore all areas of our business and the steps we have taken to ensure we operate responsibly and ethically while staying true to our independent culture and empowered business model.  Our commitment to our clients, our people and our communities gives us the unique opportunity to define who we are and what we are engaged in. And it empowers our people to take ownership across these three categories to drive a sustainable business.    We are pleased to share our ESG report. This report profiles our core principles around ESG and highlights examples of how our people and teams are working around the world to advance our collective impact.  Learn more about our approach to ESG. 
v2x1900x822

April 20, 2023

Lockton announces m...
Lockton, the world’s largest independent brokerage firm, has begun a three-year partnership with Tate, a group of four galleries: Tate Modern, Tate Britain, Tate Liverpool and Tate St Ives. This new partnership will focus on three upcoming exhibitions at Tate Britain. From October 2023 it will also support an expanded community programme at Tate Britain. The partnership will allow Lockton and Tate to deliver on their shared agenda of promoting artistic risk-taking, community engagement and access to art for all. Our partnership also means that our UK Associates will get access to the Tate exhibitions and will be an integral part of the relationship. Tate first opened its doors to the public in 1897 with one site. Today it has four major sites and holds the national collection of British art from 1500 to the present day and international art from 1900 to the present day, including nearly 70,000 pieces of art. EJ Hentenaar, CEO of Lockton Europe, said: “Lockton is incredibly proud to launch our new multi-year partnership with Tate, encompassing our shared values of independence, diversity and inclusion. I am particularly excited about our support of the community programme next year, allowing us to deliver on our shared ambitions and foster greater cultural awareness.”
GettyImages-1129377233 1440x356

May 8, 2023

Lockton recognized a...
Lockton is proud to announce it has been selected as a US Best Managed Company for the third year in a row. Sponsored by Deloitte Private and The Wall Street Journal, the program recognizes outstanding U.S. private companies and the achievements of their management teams. The 2023 designees are U.S. private companies that have demonstrated excellence in strategic planning and execution, a commitment to their people and fostering a dynamic culture, as well as strong financials. Designees propelled their businesses forward and remained true to their purpose and values by investing in their people, creating advantage through digital transformation and demonstrating their commitment to diversity, equity, and inclusion. Lockton recently surpassed $3 billion in revenue after 57 years in business, with $1 billion of that growth occurring in the past 24 months. While experiencing incredible growth across the business, the company remains true to its caring culture and shared values. This growth is a testament to Lockton's amazing people and their commitment to providing outstanding service and value to clients. Applicants are evaluated and selected by a panel of external judges focused on assessing hallmarks of excellence in four key areas: strategy, ability to execute, corporate culture and governance/financial performance. They join a global ecosystem of honorees from more than 46 countries recognized by the Best Managed Companies program. About the Best Managed Companies Program The Best Managed Companies program is a mark of excellence for private companies. U.S. designees have revenues of at least $250 million. Hundreds of private companies around the world have competed for this designation in their respective countries through a rigorous and independent process that evaluates four key criteria in their management skills and practices — strategy, execution, culture and governance/financials. U.S. program sponsors are Deloitte Private and The Wall Street Journal. For more information, visit www.usbestmanagedcompanies.com.