Senior Account Executive, Employee Benefits

Dallas, Texas, United States of America

Client Services

2501W3

Aplica ya

Dallas, Texas, United States of America

Client Services

2501W3

Apply now

Trabajar en Lockton

En Lockton estamos apasionados por ayudar a nuestra gente a alcanzar su máximo potencial. Somos colaboradores curiosos, orientados a dar respuestas y siempre nos esforzamos por mejorar nuestro desempeño y el de quienes nos rodean. Somos oyentes activos trabajando para garantizar la comprensión y solucionar problemas con alternativas innovadoras. Si te ves prestando un servicio de excelencia a los clientes, ayudando a la comunidad y formando parte de una cultura solidaria, eres uno los nuestros.

Business unit

Lockton-Dunning Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Tus responsabilidades

Lockton Dunning Benefits is currently seeking a Senior Account Executive, who will proactively consult and manage complex and critical accounts, improve plan designs and strategically partner with internal and external client teams under the general guidance of the Team Lead.

•    Proactively manage all aspects of accounts and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards and in accordance with timeframe requirements
•    Build, expand, and solidify relationships with existing clients at executive levels within the company and leads appropriate resources to address the client's needs
•    Directly assist with management of a complex book of business for local and national clients that are comprised of various funding methods
•    Drive discussions around plan performance and design; monitor trends and make recommendations to improve effectiveness of employee program/design
•    Identify and address client service issues; develop and implement processes and policies to improve overall client service
•    Support the generation of new business by collaborating with Producers in prospect meetings, acting as the technical SME and leading the RFP process with the Team Lead
•    Develop and lead processes including communications strategy, collateral materials, vendor implementation, and conducting open enrollment meetings
•    Develop and deliver monthly, quarterly and annual reporting to clients regarding trends, financial performance and plan changes
•    Stay current on all relevant industry data and works with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals
•    Maintain knowledge of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients
•    Work with team lead in ensuring completion of reports and administrative actions for clients such as Form 5500 filings, policy checking and delivery, SPDs, etc.
•    Ability to lead client meetings and provide “on the Spot” strategic guidance and financial performance information in conjunction with or independently form the team lead
•    Manage and organize client tasks and open items relating to strategy and plan design
•    Maintain an awareness of all large and potentially complicated claim related matters, assist with negotiations and resolution of claim settlement on behalf of clients
•    Develop and produce Request for Proposal (RFP) by coordinating vendor replies, developing an analysis from RFP responses and preparing client report with recommendations
•    Execute client renewals by building relations with key client stakeholders and asking effective probing questions that lead to innovative benefit plan designs
•    Meet with clients in conjunction with team lead to review action items and communicate problems and/or vendor issues
•    Partner with internal legal counsel to educate and advise clients on all compliance topics including, but not limited to, ERISA, COBRA, FMLA,5500s, and Health Care Reform
•    Mentor and train team members with the end goal of providing the highest level of support by meeting or exceeding industry standards

Formación

•    Bachelor’s degree in Business related field and/or equivalent years of experience
•    Minimum 6 years’ experience in the insurance industry, specifically in employee welfare benefits
•    Has required insurance licenses or able to become licensed
•    Spearhead client relationships by delivering excellent customer service skills
•    A strong working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) and understanding of risk and insurance
•    Ability to drive differing financial arrangements and products available to clients (i.e. fully insured, self-funded, minimum premium, ASO)
•    Strong understanding of funding options and medical underwriting calculations
•    Experience with Ancillary products
•    Excellent Microsoft suite skills (Excel, PowerPoint, Outlook)
•    Ability to manipulate large spread sheets, census data, disruption, geo-access, benchmarking data, etc.
•    Ability to work in a fast-paced environment and multi-task effectively
•    Excellent organizational and communication skills
•    Proven critical thinking and problem-solving skills

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health, vision and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.

#LI-LL1

Declaración de igualdad de oportunidades

Lockton Companies se enorgullece de ofrecer a todos las mismas oportunidades para crecer y progresar. Estamos comprometidos con una cultura y un entorno inclusivos en los que tanto empleados, clientes y comunidades son tratados con respeto y dignidad.

En Lockton, apoyar a la diversidad, a la equidad y a la inclusión está arraigado en nuestros valores, y creemos con vehemencia que el mejor momento es cuando plenamente incluimos a todos. Nos esforzamos por propiciar una cultura solidaria que aprenda, celebre y prospere gracias a la amplitud de diferencias. Como tal, reconocemos que la contratación, el desarrollo y la retención de personas con diversos orígenes y experiencias es vital, además de que permite que nuestros colaboradores prosperen personal y profesionalmente, lo cual es fundamental para el éxito a largo plazo.

Acerca de Lockton

Lockton es la mayor correduría de seguros privada e independiente del mundo. Desde 1966, la independencia nos ha permitido servir a los clientes, cuidar de nuestra gente y retribuir a la comunidad. Como tal, los más de 10,000 Asociados que operan en más de 100 países están capacitados para hacer lo correcto cada día.

En Lockton, creemos en el poder de todas las personas. Tú perteneces a Lockton.

Cómo te apoyaremos

En Lockton te ayudamos a reafirmarte en todo lo que hagas. Tu éxito también es nuestro y te ofrecemos oportunidades para crecer y crear una trayectoria profesional gratificante, sea cual sea tu visión.

Estamos preparados para atenderte en donde estés y a medida que tus necesidades cambien con el tiempo. Además del seguro médico líder del sector, ofrecemos prestaciones adicionales para apoyar tu salud y bienestar general.

Más información sobre tu experiencia en Lockton

No se aceptan agencias

Cualquier agencia de empleo, persona o entidad que envíe un currículum no solicitado a este sitio lo hace entendiendo que el documento pasará a ser propiedad de Lockton Companies, Inc. Lockton Companies tendrá el derecho de contratar al solicitante a su discreción y sin ninguna tarifa debida a la agencia de empleo, persona o entidad que envíe el currículum. Las agencias de empleo que tienen acuerdos de tarifas con Lockton Companies deben enviar a los solicitantes con el Coordinador de Empleo designado por Lockton Companies para ser elegibles para las tarifas colocación.

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