Senior Account Executive
Business Insurance has recognized Lockton as one of the “Best Place to Work in Insurance” for seven years running. We think you’ll agree! A few of the reasons Associates love working at Lockton include:
•Opportunities for growth and advancement, including paid training and professional development
•12-week paid parental leave
•A huge emphasis on community involvement –Associates are encouraged to support and volunteer for their favorite charities
•Frequent athletic and wellness events
•Social and teambuilding opportunities like happy hours and other celebrations
•Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Lockton Dunning Benefits is currently seeking a Sr. Account Executive in Dallas, TX responsible for servicing and the marketing needs of Lockton clients under the general guidance of the Unit Leader. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.
ESENTIAL DUTIES AND RESPONSIBILITIES:
•Develop and distribute Requests for Proposal, coordinating vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
•Manage vendor implementation plans with clients to ensure successful transition and communications
•Mathematical/technical expertise in managing and reporting monthly claim tracking results and observations
•Assist in review and accuracy of all vendor agreements and/or plan/policy documents. Provide clients with annual binders of all finalized rates and plan designs
•Ability to manipulate large spreadsheets, census data, disruption, geo-access, benchmarking data, etc.
•Ability to meet with clients in conjunction with VP to review action items, able to communicate with the client on problems and vendor issues, understand and can interpret root cause analysis and can communicate and discuss next step solutions
•Organize the team calendar, assign responsibilities, and keep team on task for deliverables
•Provide assistance on compliance or escalated service issues
•Able to attend evening and lunch events with clients to build on-going relationships
•Manage and organize client tasks lists and open items
•At a minimum a college Degree is required
•Minimum 5 years of experience in H&W industry
•Strong customer service skills with the ability to develop strong client relationships
•A firm working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) and a strong understanding of risk and insurance
•Strong understanding of funding options and medical underwriting calculations
•Experience with Ancilllary products
•Excellent Microsoft suite skills (Excel, PowerPoint, Outlook)
•Good working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, self-funded, minimum premium, ASO)
•Ability to work in a fast-paced environment and multi-task effectively
•Excellent organizational and communication skills
•Proven critical thinking and problem solving skills
•Required insurance licenses or able to become licensed
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 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.
More than 5,600 professionals at Lockton provide 48,000 clients around the world with risk management, insurance, employee benefits consulting, and retirement services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 10th largest overall. For seven consecutive years, Business Insurance magazine has recognized Lockton as a " Best Place to Work in Insurance ." To see the latest insights from Lockton’s experts, check Lockton Market Update.
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
**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.