Associate Account Executive - People Solutions

Lockton is seeking a motivated and detail-oriented Associate Account Executive in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and contributing to the growth of our People Solutions Practice. As an Associate Account Executive, you will support marketing, servicing, and strategic consulting efforts with prospective and current clients. You will assist in developing and delivering benefit solutions that meet the needs of Lockton clients. Collaboration and a willingness to support your colleagues are essential, as is a passion for building and nurturing both internal and external relationships.

Position Responsibilities

• Lead the servicing of a designated book of business related to renewal, marketing, and client service.
• Manage client engagements and projects; identify and secure resources, manage client and stakeholder expectations, and proactively understand client requirements and needs.
• Provide strategic planning and consulting advice, including producing Requests for Proposal (RFPs), coordinating vendor responses, analyzing and comparing RFP responses, preparing & presenting client reports with recommendations.
• Interpret and evaluate plan offerings to ensure adequate coverage for clients' identified risk tolerance.
• Influence client strategic and tactical direction and decision-making processes.
• Successfully manage multiple concurrent projects, priorities, and tasks, and collaborate effectively with the team.
• Demonstrate exceptional ability to build and maintain client relationships and strong working relationships with carriers, broker servicing networks, and other providers.
• Maintain an understanding of industry trends, product development, and governmental compliance and regulations to educate clients.
• Oversee the development of financial models, provide interpretation and implications of analysis, and offer recommendations.
• Oversee open enrollment communications and renewal implementation.
• Oversee benefit benchmarking studies, design plan comparison reports, and client marketing materials.
• Mentor and train junior-level staff.
• Perform other responsibilities and duties as requested.