Hiring: Account Executive II - Employee Benefits Company: Lockton Location: Irvine, CA Job Posted Time: 2026-09-03 11:27:47 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Risk Management About the job Experience: •7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and / or brokerage firm. Required Skills: •Maintains and enhances Lockton’s relationships with existing clients by implementing proactive, creative, and continuous initiatives to ensure client satisfaction and engagement. •Proactively understands the requirements and needs of a client. •Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations. •Consults with Clients to review options, vender services, fees, strategies, and goals. •Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. •Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. •Oversees issue-resolution between Client and the Vendor •Coordinates market selection for new and renewal business on designated accounts Qualifications: •Bachelor’s degree in business administration or related field and/or years of experience equivalent •Typically, 7 years or more of Client service experience in a health and welfare/employee benefits environment; at least (5) years of this experience needs to be at a consulting and / or brokerage firm. •Firm working knowledge of group benefits in multiple product lines and a basic understanding of risk management. •Solid functional working knowledge of different financial arrangements and products available to clients •Strong knowledge of underwriting, financing, and funding approaches •Demonstrated capacity to prepare and present client presentations with clarity and understanding. •Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) •Strong verbal and interpersonal communication skills required. •Understands industry trends and governmental regulations. •Demonstrated capacity to complete continuing education requirements as needed. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!