Senior Account Executive

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Secondary locations

• Houston
• San Antonio
• Plano
• New Orleans
• Baton Rouge
• Austin

Lockton Dunning Benefits is seeking a Senior Account Executive to serve as a trusted advisor to clients with complex employee benefits needs. In this role, you will lead client strategy, strengthen executive-level relationships, guide plan design and renewal discussions, and help ensure each client receives thoughtful, proactive, and high-quality service.

Working under the general guidance of the Team Lead, the Senior Account Executive partners closely with internal teams, Producers, carriers, vendors, and clients to align service delivery, financial performance, compliance support, and benefits strategy with each client’s broader business goals.

Essential Responsibilities

• Serve as a strategic relationship lead for complex local and national client accounts, building strong executive-level partnerships and anticipating client needs.
• Lead proactive account management and service delivery efforts, ensuring client expectations, timelines, and agreed-upon service standards are met.
• Consult with clients on benefit plan strategy, design, funding arrangements, renewal planning, financial performance, and emerging market trends.
• Analyze monthly, quarterly, and annual reporting to identify trends, evaluate plan performance, and present actionable recommendations to clients.
• Lead or support client meetings, providing thoughtful guidance on strategy, financial performance, vendor issues, action items, and benefit plan priorities.
• Partner with Producers in prospect meetings by serving as a technical subject matter expert and supporting new business opportunities.
• Manage the Request for Proposal process in partnership with the Team Lead, including vendor coordination, response analysis, recommendation development, and client presentation materials.
• Oversee renewal strategy by asking effective discovery questions, partnering with key stakeholders, and developing benefit plan solutions aligned with client goals.
• Coordinate communications strategy, collateral materials, vendor implementation activities, and open enrollment meetings.
• Maintain strong knowledge of carrier, vendor, and third-party administrator products and services to recommend appropriate solutions for clients.
• Partner with internal legal counsel and subject matter experts to help educate and advise clients on compliance topics, including ERISA, COBRA, FMLA, Form 5500 filings, and health care reform.
• Support completion of client administrative deliverables, including Form 5500 filings, policy checking and delivery, summary plan descriptions, and related documentation.
• Monitor significant or complex claim-related matters and assist with negotiation and resolution efforts on behalf of clients.
• Identify client service challenges and implement process improvements that enhance the overall client experience.
• Mentor and train team members, helping build knowledge, confidence, and consistent delivery of high-quality client support.

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Qualifications

• Bachelor’s degree in a business-related field or equivalent professional experience.
• Minimum of six years of insurance industry experience, with demonstrated expertise in employee welfare benefits.
• Active insurance license, or ability to obtain required licensing.
• Strong working knowledge of welfare benefits across multiple product lines, including medical, dental, life, AD&D, disability, and ancillary products.
• Understanding of risk, insurance principles, funding options, medical underwriting calculations, and financial arrangements such as fully insured, self-funded, minimum premium, and administrative services only arrangements.
• Proven ability to build trusted client relationships, deliver excellent service, and communicate recommendations clearly to executive stakeholders.
• Advanced Microsoft Office skills, including Excel, PowerPoint, and Outlook.
• Ability to work with large spreadsheets, census files, disruption analysis, geo-access data, benchmarking information, and related analytical tools.
• Excellent organizational, communication, critical thinking, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.

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Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.