Associate Account Executive

Job Description

Lockton Dunning Benefits is currently seeking an Associate Account Executive responsible for applying industry knowledge as it relates to technical and operational support to both clients and vendors. This position will develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

• Participate in discussions on strategic planning and consulting for overall plan strategy
• Collaborate with clients to determine funding solutions, long range objectives and overall risk tolerance
• Negotiate baseline quotes with carriers and make recommendations to plan design for smaller accounts
• Handle day-to-day issues and questions of clients under team lead's book of business
• Participate in yearly renewals and open enrollment meetings by presenting marketing materials and benefit changes to clients
• Assist with the production of Request for Proposals (RFP's) by coordinating vendor responses, analysis and comparison of internal responses, and preparing client report recommendations
• Facilitate quotes, amendments and reinstatements as requested or needed
• Interprets clients' current coverages and identifies/recommends gaps, alternatives, additional plan design changes, etc.
• Develop financial models and reports for client service team, provides interpretation and implication of recommended alternatives
• Assist in developing an implementation plan to include coordination of OE meetings and other key deliverables
• Collaborate with Marketing to create communications such as OE guides, fliers and presentations
• Collaborate with team to ensure proper review of all agreements and/or documents
• Conduct industry specific surveys as may be requested by client
• Participate in client meetings to review a) large claims b) abnormal utilization results c) monthly claims experience d) set strategies and goals e) conduct on-site claim visits
• Research and understand industry trends and carrier product offerings by facilitating meetings with vendors on new products
• Maintain knowledge of governmental compliance and regulations to educate and consult client(s) by partnering with internal legal counsel
• Other responsibilities as assigned and/or needed

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Skills

• Analysis Skills
• Consulting
• Customer Support/Service
• Customer Training
• Financial Modeling
• Financial Reporting
• Funding
• Government Regulations
• Industry Standards
• Industry/Trade Analysis
• Legal
• Marketing
• Marketing Communications
• Negotiation Skills
• Operational Support
• Plan Meetings
• Public/Media/Press/Analyst Relations
• Regulatory Compliance
• Reporting Skills
• Request for Proposals (RFP)
• Risk
• Sales Management
• Set Goals
• Strategic Planning
• Team Lead/Manager
• Technical Support

About the Company

Lockton Inc