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Employee Benefits Consultant

Lockton Insurance Brokers

in Los Angeles CA

About Lockton
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.

Essential Duties:

  • Advanced working knowledge of group benefits, services, and programs
  • Currently a consultant
  • Substantial experience in the elements of marketing all lines of coverage
  • Understanding of carrier / underwriter practices and the ability to recreate these practices for use during plan pricing, renewal negotiations, and Associate training
  • Firm understanding of concepts, issues, and overall impact of market pricing
  • Expanded insurance industry knowledge through experience and/or course work
  • Proven ability to organize and manage time in order to meet deadlines
  • Demonstrated ability to understand and execute oral and written instruction
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
  • Consistently demonstrated ability to instill confidence with clients so that client looks to you and to Lockton as more than just an insurance broker, but as a partner in business
  • Extensive experience in evaluating client needs for employee benefit program offerings
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications
  • Advanced working knowledge of spreadsheet applications and formula calculations
  • High mathematical aptitude including the ability to calculate and interpret formula methodologies
  • Ability to maintain life and health license
  • Must have a clear understanding of federal and state legislation and legal issues related to the insurance industry (e.g. COBRA, HIPAA, FLMA, etc.)
  • Strong analytical, problem-solving and strategic planning skills

Other Responsibilities:

  • Direct / assign special projects for accounts as needed in connection with the Unit Manager
  • Assist in review of all agreements and/or documents (employee booklets, carrier contacts, etc.)
  • Provide limited assistance to clients on compliance issues and determine with Unit Manager and Department Head if legal advice is necessary
  • Perform Consultant, Sr. Account Manager, Account Manager and Account Administrator duties when necessary
  • Assist Producer and Unit Manager in establishing and meeting target revenue goals for existing and new business (includes review of annual commission / fee tracking)
  • Assist Producer with new sales opportunities as assigned by Unit Manager
  • Attendance of internal meetings / educational programs
  • Participate in Certified Employee Benefit Specialist (CEBS) designation program
  • Primary resource Consultant, Sr. AM, AM and AA
  • Proactively provide Associate performance feedback to Unit Manager

Education, Experience and Skills Required:

  • Minimum of a Bachelor’s Degree in a business related field, or equivalent experience in the insurance industry
  • At least three to five years’ experience in the insurance industry, specifically in employee welfare benefits, preferably two years with Employee Benefits
  • Strong customer service skills, with the ability to develop sound client relationships with multiple clients
  • Ability to prepare and present client presentation with clarity and understanding
  • Excellent organizational, communication and negotiation skills
  • Excellent computer skills including word processing and spreadsheet expertise
  • A firm working knowledge of welfare benefits in multiple product lines (I.e. medical, dental, life, AD&D, disability) and basic understanding of risk and insurance
  • Excellent working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO)
  • Good working knowledge of federal and state legislation and legal issues related to the insurance industry
  • Must be available for travel and willing to accept responsibility for client/vendor entertainment
  • Required insurance licenses

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities. Lockton offers excellent benefits and a competitive Salary.

How to Apply

Please forward your resume and cover letter to Michael Dupree at and Arlene Williams at

This ad has been viewed 827 times. It expires on 12/23/2017.

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