Account Executive - Benefits Team Lead

Denver, Colorado (US)
Not specified
Aug 06, 2018
Aug 27, 2018
Job Type
Not Specified


Provide strategic and tactical consulting and account management support to an assigned book of business; build and maintain strong client and carrier relationships; coordinate the work of Account Managers, Analysts, and Account Administrators on assigned clients. Supervise a team of Account Executives, Account Managers, and Account Administrators, and together with other Account Executive - Team Leads, assist the Director in the leadership of the Unit. Identify and coordinate activities and programs for the training and development of associates. Promote total quality awareness by understanding and supporting quality initiatives and drive associate performance to attain company quality standards.

Job Responsibilities:

  • Serve as the primary service liaison between Lockton and client(s). Under a Producer’s or Consultant’s direction, serve as primary technical advisor to clients on all group insurance issues. Interface effectively and confidently with senior management of clients and/or prospects, representing Lockton in the highest professional manner
  • Prepare an Annual Client Service Plan, Compensation Disclosure, and a Client Stewardship Report for each client. Meet with clients monthly, quarterly, or as necessary
  • Oversee renewals and marketing efforts and take a lead role in carrier selection and/or financial negotiations. Oversee and approve all vendor, plan design, and financial recommendations in concert with Account Manager, Analyst, Consultant, and Producer. Prepare client presentations. Prepare implementation schedule
  • Oversee the preparation of and review drafts of all employee communication pieces (trifold benefit brochures, enrollment guides, etc.)
  • Review and sign-off on all agreements and/or documents (employee booklets, carrier contracts, etc.)
  • Schedule and lead all client meetings. Attend and conduct open enrollment meetings as necessary
  • Ensure that data in BenefitPoint is loaded and updated annually by the Account Administrator for all assigned clients
  • Supervise the Financial Analyst, Account Manager and/or Account Administrator on the client service team in preparation of Monthly Experience Reporting, Mid-Year Report, and Annual Renewal/Marketing Report
  • Review the Revenue by Client report on a monthly basis. Ensure commissions due for all clients are paid on a timely basis. Seek opportunities to increase commission income at renewal time
  • Coordinate and serve as the direct supervisor of assigned team.  Direct the efforts of team members to fulfill service responsibilities, objectives, and contribute to the overall effectiveness of the team
  • Ensure all agency and department  procedures are followed
  • Utilize team members’ strengths and help them improve weaknesses
  • Foster communication within the team concerning marketing, servicing, and best practices / process improvements
  • Promote teamwork
  • Prepare and deliver, in coordination with the Director, timely performance appraisals for those associates directly supervised; comply with the Lockton Performance Improvement process; Maintain Associate Dashboard; Assist Director in the development of Individual Development Plans (IDPs)
  • Serve as initial technical resource for team members
  • Actively participate in Unit meetings and assist Director in identifying agenda items
  • As necessary, assist Director in the development of process and efficiency improvements
  • Assist in the interviewing and hiring process. Coordinate the orientation of new associates and determine areas of training needed to assist new associates in acclimating to the Lockton culture and developing needed skills for the position
  • Consistently deliver client service in accordance with standard scope of services
  • Direct/assign special projects for clients as needed
  • Prepare written correspondence, reports, and analyses as needed
  • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
  • Communicate with associates, clients, and carriers in a positive manner. Set the example as a leader in the unit/department.  Lead by example in times of change
  • Attend company and department meetings, relevant industry training, appropriate industry functions, and social events as required
  • Comply with Lockton procedures and policies; make decisions in compliance with established standards of quality, performance, and service
  • Identify areas for improvement related to process, efficiency, quality of work product, breadth of work product
  • Protect the confidentiality of information learned by performing the duties of the position
  • Comply with Lockton procedures and policies
  • Responsible for regular and punctual attendance


  • Bachelor’s degree in a business-related field, or equivalent experience in the insurance industry, plus a minimum of 3-5 years’ experience as an employee benefits Account Executive or equivalent position
  • Firm working knowledge of group benefits in multiple product lines (i.e., medical, dental, life, AD&D, disability)
  • Strong knowledge of different financial arrangements and products available to clients (i.e., fully insured, minimum premium, ASO)
  • Strong working knowledge of federal and state legislation and legal issues related to the insurance industry
  • Ability to compile, analyze, and interpret financial information and data to facilitate decision making
  • Ability to prepare and present client presentations with clarity and understanding
  • Lead and/or participate in internal quality improvement initiatives
  • Current Colorado insurance license or the ability to obtain immediately required
  • Proficiency in the use of Microsoft Word, Excel, and PowerPoint desired
  • Must have strong customer skills, along with ability to develop sound client relationships with multiple clients. Demonstrated ability to instill confidence and comfort with clients
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
  • Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed
  • Must have strong verbal, written, and interpersonal skills to interact with associates and clients at all levels of responsibility, along with the ability to communicate with tact and diplomacy
  • Ability to travel by automobile and aircraft and be away from home more than one day and night
  • Legally able to work in the Untied States 


A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!

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