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Lockton · 8 hours ago

Account Executive, Employee Benefits

Houston, TX

Full-time

Hybrid

Mid Level

4+ years exp

Lockton is a leading provider of employee benefits solutions, and they are seeking an Account Executive to enhance client relationships and improve employee programs. The role involves advising clients, managing communications, and coordinating project plans to ensure high-quality service delivery.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Hiring Manager

Lisa Le

Responsibilities

Primary contact for clients, vendors and insurance carriers

Advise clients around service issues; develop and implement processes and policies to improve overall client service

Play key roll in growing relationship with clients by recommending enhancements to benefit plan or broader program design

Develop and lead communications strategy, collateral development, vendor, implementation and open enrollment meetings

Draft and deliver client presentations and communications specific to each client’s benefit plans

Develop employee communications for client to communicate the following; annual renewal changes, enrollment procedures, miscellaneous benefit changes and/or classifications

Work with team lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals

Manage and report monthly claim tracking results and observations

Work with team 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 either in conjunction with, or independently from the team lead

Manage and organize client tasks and open items relating to strategy and plan design

Develop and produce request for proposal (RFP) by coordinating vendor responses, analysis and comparison of RFP responses and preparing client report with recommendations

Assist in review the accuracy of all vendor agreements and/or plan/policy documents

Meet with team lead to review action items and communicate problems and/or vendor issues

Work with internal legal counsel and educates and advises clients on all compliance topics including but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform

Qualification

Employee welfare benefitsAccount managementInsurance licensesMicrosoft Office SuiteFinancial arrangements knowledgeCustomer service skillsOrganizational skillsCommunication skillsCritical thinkingProblem-solving skills

Required

Bachelor's Degree in Business related field and/ or equivalent years of experience

Minimum 4 years of experience in the insurance industry, specifically in employee welfare benefits

Has required insurance licenses or able to become licensed

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 basic understanding of risk and insurance

Strong knowledge of differing financial arrangements and products available to clients (i.e. fully-insured, self-insured, minimum premium, ASO)

Account management experience with medium to large, complex, multi-state clients and ability to lead client meetings

Ability to manage/maintain large spreadsheets, census data distribution, geo-access benchmarking data, etc

Expert 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

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2023 (1)