Hiring: Account Executive Company: Lockton Location: Kansas City, MO Job Posted Time: 2026-09-15 11:27:46 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Experience: •10 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: •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. •Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives. •Proactively understands the requirements and needs of a client account. •Consults with Clients to review investment options, bender services, fees, strategies and goals. •Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience. •Reviews and issues profitability assists on all “fee-at-risk” proposals. •Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers. •Oversees issue-resolution between Client and the Vendor. Qualifications: •Bachelor’s degree in business administration or related field and/or years of experience equivalent •Current Life & Health license or ability to obtain immediately. •Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) •Strong verbal and interpersonal communication skills required. •Demonstrates strong working knowledge and experience within the brokerage industry. •Substantial experience in marketing and servicing the insurance employer sponsored benefit plan. •Extensive working knowledge of regulatory requirements of employer sponsored plans. •Understand industry trends and governmental regulations. •Demonstrated capacity to complete continuing education requirements as needed. •Demonstrated capacity to attend company, department, and team meetings as required, including industry training sessions. 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!