Account Executive, Health & Welfare

Lockton Companies - Dallas, TX

Full-time - Mid Level

Dallas, TX

5,001-10,000 employees

Insurance Carriers and Related Activities

About the position

The Account Executive, Health & Welfare at Lockton is responsible for driving discussions around plan performance, monitoring trends, and making recommendations to enhance the effectiveness of employee programs. This role involves developing and maintaining strong relationships with clients, vendors, and insurance carriers, ensuring high levels of client service, and leading communications strategies related to employee benefits. The Account Executive will also manage project plans, oversee client meetings, and ensure compliance with various regulations.

Responsibilities

• Serve as the primary contact for clients, vendors, and insurance carriers.
• Advise clients on service issues and develop processes to improve client service.
• Enhance client relationships by recommending improvements to benefit plans.
• Develop and lead communications strategies and collateral for clients.
• Draft and deliver client presentations specific to benefit plans.
• Create employee communications regarding annual renewals and benefit changes.
• Collaborate with team lead to develop project plans and assemble teams for client projects.
• Manage and report on monthly claim tracking results.
• Ensure completion of reports and administrative actions for clients.
• Lead client meetings and provide strategic guidance on financial performance.
• Organize client tasks and open items related to strategy and plan design.
• Produce requests for proposals (RFPs) and analyze vendor responses.
• Review vendor agreements and compliance topics with internal legal counsel.

Requirements

• Bachelor's Degree in a business-related field or equivalent experience.
• Minimum of 4 years of experience in the insurance industry, specifically in employee welfare benefits.
• Required insurance licenses or ability to obtain them.
• Strong customer service skills and ability to develop client relationships.
• Working knowledge of welfare benefits across multiple product lines.
• Understanding of financial arrangements and products available to clients.
• Account management experience with medium to large, complex clients.
• Ability to manage large spreadsheets and data effectively.
• Expertise in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Ability to work in a fast-paced environment and multi-task effectively.
• Excellent organizational and communication skills.
• Proven critical thinking and problem-solving skills.

Benefits

• AD&D insurance
• Dental insurance
• Health insurance