Account Manager - Captives

About the Role Lockton is seeking an eager, driven Account Manager to support building new relationships, exceeding client expectations, and elevating our Employee Benefits Practice. The Account Manager will service and market Lockton clients, collaborating with teammates and nurturing internal and external relationships to drive client success.

What You'll Do

• Service designated health & welfare book of business, including client service, marketing, vendor management, project management, claims and administration.
• Effectively manage service/project plan timelines for each client as developed by the account executive.
• Support account executive in scheduling and preparing client meetings.
• Request and manage receipt of all renewals from carriers.
• Draft the “Line of Coverage and Revenue Summary” for account executives.
• Manage carrier/vendor responses to questions during bid solicitations.
• Ensure all contracts/documents are executed in a timely fashion.
• Review SPD, certificates, policies and contracts for accuracy.
• Initiate and manage all administration activities related to implementing a new carrier (contract reviews, implementation meetings/calls, carrier introductions, etc.).
• Prepare RFPs, annual compliance calendars for clients, routine claim summary/aggregate reports, initial claim projections, and employee communications (enrollment guides, annual enrollment meeting presentations, CEO letters, etc.).
• Ensure internal compliance issues are addressed (e.g., compensation disclosure; service agreements; broker of record letters; business associate agreements).

What We're Looking For

• Bachelor's Degree in Business Administration or related field and/or relevant experience.
• Minimum 3 years’ experience in health & welfare/employee benefits (carrier or brokerage/consulting).
• Experience marketing and servicing employee benefit programs.
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understanding of industry trends and governmental regulations.
• Ability to complete continuing education requirements.
• Ability to travel by automobile and aircraft.
• Ability to work outside of normal business hours as needed.

Nice to Have

• None specified.

Compensation & Benefits

• Entry base salary offered varies by candidate education, skills, and location.
• Potential eligible annual performance bonus based on organization and individual contributions.
• 12-week paid parental leave and opportunities for growth and development (paid training and professional development).
• Emphasis on community involvement and wellness events.
• Lockton benefits offerings and a culture that values diversity and inclusion.