Lockton is seeking an experienced, entrepreneurial-minded Senior Account Manager to join our growing Executive Benefits practice. This individual will manage client relationships, coordinate nonqualified deferred compensation (NQDC) programs, and deliver exceptional client experiences.
The ideal candidate is proactive, highly organized, detail-oriented, and enjoys solving complex problems while contributing to a collaborative, high-performing team.
Position Responsibilities
- Serve as the primary relationship manager for an assigned portfolio of approximately 20 NQDC clients, building trusted relationships with HR, finance, and executive leadership.
- Lead annual client reviews and stewardship meetings, including plan administration, participation, enrollment activity, and other established plan information.
- Coordinate new client onboarding, plan implementations, and ongoing administration with recordkeepers, third-party administrators, and other service providers.
- Manage annual enrollment campaigns, including participant communications, educational presentations, scheduling, and factual participant education regarding established plan provisions, within applicable compliance guidelines.
- Prepare and review client presentations, reports, enrollment materials, and other communications, ensuring accuracy and consistency.
- Proactively manage client requests, resolve issues, and coordinate internal and external resources to deliver exceptional service.
- Maintain accurate client records, manage competing priorities, and ensure timely follow-through on commitments.
- Collaborate with team members to improve processes, leverage technology, and support the continued growth of our national Executive Benefits practice.
- Provide factual and administrative information regarding established plan provisions while appropriately escalating securities-related questions, investment discussions, or participant-specific recommendations to a registered representative.