Senior Account Executive

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