Account Executive
Lockton, Inc. - Dallas, TX

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More than 4,100 professionals at Lockton provide more than 15,000 clients around the world with insurance, benefits, and risk management services, offering an uncommon level of client service. From its founding in 1966 in Kansas City, Missouri, USA, Lockton has grown to become the largest privately held insurance broker in the world and 9th largest overall. Independent researcher Greenwich Associates awarded Lockton its 2011 Service Excellence Award for risk management for large companies. Business Insurance has twice recognized Lockton as a “Best Place to Work in Insurance.” You can learn more at .

Lockton Dunning Benefits is currently seeking an Account Executive to partner with a Benefits Service Team managing mid-market and national accounts. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.


Manage and organize client tasks lists and open items

Develop and distribute Requests for Proposal, coordinating vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.

Mathematical/technical expertise in managing and reporting monthly claim tracking results and observations.

Assist in review and accuracy of all vendor agreements and/or plan/policy documents. Provide clients with annual binders of all finalized rates and plan designs

Ability to manipulate large spreadsheets, census data, disruption, geo-access, benchmarking data, etc.

Ability to meet with clients in conjunction with VP to review action items, able to communicate with the client on problems and vendor issues, understand and can interpret root cause analysis and communicate and discuss next step solutions

Organize the team calendar, assign responsibilities, and keep team on task for deliverables.

Able to attend evening and lunch events with clients to build on-going relationships

At a minimum a college Degree is required

At least four years as an Associate Account Executive

Strong customer service skills with the ability to develop strong client relationships with multiple clients

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

Excellent computer skills including word processing and spreadsheet experience

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

Excellent organizational and communication skills

Has proven critical thinking and problem solving skills

Required insurance licenses

Legal right to work in the United States

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health, vision and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.

Lockton, Inc. - 2 years ago - save job