Lockton

Compensation

Full Description

Your Responsibilities Responsibilities: • Responsible for implementing new client launches in Executive Benefits including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc). • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys. • Meets with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules. • Process licensing, life and disability insurance applications. • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc. • Responsible for explaining new benefit offerings and communication strategies to existing clients. • Develops prospective client proposals. Qualifications Qualifications: • At least 2-5 years’ experience in the life and disability insurance industry • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives. • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint). • Demonstrated presentation skills including preparation and execution. • Strong project management and organizational skills. • Excellent customer service skills, with the ability to develop sound relationships with multiple clients. • Ability to interact with vendors effectively. • Licenses required: Life and Health, Finra series 6 and 63. • Legally able to work in the United States.