About this role
About the Role Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space who will build relationships, exceed client expectations, and elevate our Employee Benefits Practice. As an Account Manager, you will service and market a designated book of business, supporting client needs, and collaborating with senior staff to drive results.
What You'll Do
- Serves designated book of business with marketing, claims, and administration
- Responds to client inquiries, maintains documentation of communications, existing issues, and issue resolutions
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with client and carrier
- Gathers and compiles exposure information from the client, including loss-run schedules and client stratifications
- Requests and collects quotes (new and renewal) from carriers; audits quotes, binders, and endorsements; processes changes as needed
- Processes audits and creates audit analysis for client
- Receives policy, updates and completes policy check to ensure completeness
- Updates specifications, application, and summary information to reflect changes during the year
- Monitors receipt of quotes from carriers and binds coverage under direction of the Unit Manager/Account Executive
- Informs client of any and all changes that may affect insurance premiums or coverage
- Gathers and compiles information for new business opportunities
- Inputs client information into data management system, ensuring accuracy and completeness
- Generates materials for client presentations and meetings
- Creates and sends compliance communications as needed
- Issues and processes client invoicing
- Engages with producer and accounting to determine action plan and assist in collection efforts or billing discrepancies
- Researches industry trends and governmental regulations
- Performs other responsibilities as needed
What We're Looking For
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Typically three to seven years of client services experience
- Background in self-funding arrangements and/or captives strongly preferred
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
- Strong verbal and interpersonal communication skills
- 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 comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
Nice to Have
- Background in self-funding arrangements and/or captives strongly preferred
Compensation & Benefits
- 12-week paid parental leave
- Opportunities for growth and advancement, including paid training and professional development
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary
- Access to Lockton Market Update insights and a global network of 13,100+ associates in over 155 countries