Account Manager - Health Systems

Job title: Account Manager - Health Systems

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

What You'll Do

• Services designated book of health & welfare business related to client service, marketing, vendor management, project management, claims and administration
• Effectively manage service/project plan timeline for each client as developed by the account executive
• Support account executive in scheduling and preparation of client meetings
• Request and manage receipt of all renewals from carriers
• Draft “Line of Coverage and Revenue Summary” for account executives
• Manage carrier/vendor responses to questions during bid solicitation
• Ensure all necessary contracts/documents are executed in a timely fashion
• Review SPD, certificates, policies and contracts for accuracy
• Initiate and manage all administration activity related to implementing a new carrier (i.e. contract reviews, implementation meetings/calls, carrier introductions, etc.)
• Preparation of RFPs, annual compliance calendar for clients, routine claim summary/aggregate reports, initial claim projections (when appropriate) and employee communication material (enrollment guides, annual enrollment meeting presentations, CEO letters, etc.)
• Ensure internal compliance issues are addressed, including (but not limited to): 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 years of experience equivalent
• Must have previous health & welfare/employee benefits insurance carrier or brokerage/consulting experience and a minimum of 3 years' industry experience
• Experience working with employee benefits for large health systems preferred
• Experience in marketing and servicing the employee benefit programs
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to travel by automobile and aircraft
• Ability to work outside of normal business hours as needed

Compensation & Benefits

• Salary range: $63,000 - $97,000 per year
• Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate
• Lockton benefits offerings include 12-week paid parental leave, opportunities for growth and advancement, professional development, community involvement, wellness events, and other generous rewards including a Rolex for a 10-year anniversary for US Associates
• The description note also references access to Lockton Benefits Offerings and ongoing training and development opportunities