Senior Account Executive, Integrated Absence Solutions

Job Summary:

Lockton is currently seeking a results-oriented Senior Account Executive to join the Integrated Absence Solutions (IAS) team. This role is responsible for supporting delivery of Lockton's IAS service suite for multiple client accounts as well as people leadership. Lockton's IAS differentiated service representation spans the end-to-end absence management program life cycle including: plan and program design, alignment to leading practices, identification of technology and reporting requirements, and ongoing validation of regulatory compliance and vendor performance. The ideal candidate will demonstrate a high level of business acumen, thrive in a fast-paced environment and constantly strive to enhance the overall client experience.

• Deploy, deliver and manage client consulting engagements
• Conduct strategic client meetings for both current and future state benefit analysis, technology harmonization, and integration of workforce planning for internal and external stakeholders
• Recommend, coordinate and implement a full range of HR benefit administration and risk solutions specific to life, disability, PTO and leave programs
• Conduct compliance assessments with respect to FMLA, State and Municipal Leaves and ADA/ADAAA issues
• Perform financial analysis of cost/insurance solutions related to employer life, disability and leave programs
• Evaluate HRIS, Payroll, Timekeeping and leave administration functions enabling clients' employee absence programs and recommend process improvements
• Analyze employer Plan documents, SPDs, policies and procedures for compliance, design, and operational improvement opportunities
• Conduct benchmarking of existing Life, Disability and Leave designs against comparator groups for new program introduction
• Manage vendor implementation plans with clients to ensure successful transition and communications
• Prepare client presentations and reports for internal and external partners
• Work with Client Service Team to assist with client/carrier issue resolution including but not limited to complex claims resolution
• Liaise with IAS Procurement Team on client-specific procurement needs including review and signoff of client-facing deliverables
• Successfully manage a team of IAS Analysts and junior level associates
• Design and implement standard processes and procedures that create efficiencies in the Practice's service model and utilize Lockton's technology and support services
• Develop a capacity planning methodology and apply system-based metrics to determine when associates have or are at capacity, require development, and additional hiring is needed
• Establish quality control protocols including peer review processes and use the outcomes to identify training needs
• Design reports and dashboards utilizing the practice's technology that communicate the current state of the team, issues, and requirements to leadership
• Attend lunch and evening events with clients to build ongoing relationships

Requirements:

• Bachelor's Degree required, insurance or business-related field preferred
• Minimum 7-10+ years of employee benefits consulting and/or brokerage experience with a focus in integrated disability and leave management a plus
• Minimum of 2+ years managing a team of junior level associates
• Good working knowledge of differing Life, AD&D, Disability and Leave financial arrangements and products available to clients (e.g., fully insured, self-insured, ASO, etc.)
• Ability to lead and manage teams in a dynamic and client focused environment with various stakeholders and needs
• Ability to train and develop Associates who are new to an industry
• Demonstrate deep knowledge of Lockton's service delivery model within IAS
• Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders
• Experience in multiple claim processing platforms and technology available in the market including "SaaS"-based solutions, co-sourced integration models and full outsourcing market solutions
• Strong customer service skills with the ability to develop strong relationships with multiple stakeholders and a proven track record of delivering exceptional client service
• Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets, census data, benchmarking data, etc.
• Understands data sources, processes, formulas and output
• Detail-oriented with excellent organizational and time management skills with ability to manage changing priorities as needed
• Excellent communication, analytical, critical thinking and problem-solving skills with proven ability to interact with associates, clients and vendors at all levels of responsibility
• Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment
• Lean or Six Sigma certification a plus
• Ability and willingness to travel to various client sites within and outside of Texas as needed
• Current Life/Health license preferred
• Legal right to work in the United States

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