Account Manager

Job Summary: Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As an Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients. Services designated book of business as relating to marketing, claims, and administration. Responsible for routine service which includes the preparation of: monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report. Meet with clients alone or in conjunction with Account Executive (AE) or Unit Manager according to standardized client meeting schedule and as needed. Coordinate client mid-year/renewals by the following: Ensure complete execution of mid-year/renewal checklist. Prepare renewal report for AE/Unit Manager review. Preparation of employee communication materials as needed. Schedule and conduct employee meetings when necessary. Conduct all marketing efforts as assigned by unit, which includes: Ensure complete execution of marketing checklist. Development of Request for Proposal (RFP). Coordinate vendor responses and follow-up. Analysis and comparison of proposals. Preparation of client report with recommendation for AE/Unit Manager review. Handle new carrier and plan implementation and transition. Ensure complete execution of implementation checklist. Preparation of implementations schedule. Coordinate preparation and delivery of employee communication materials utilizing carrier and client information. Schedule and participate in enrollment meetings. Review of all agreements and/or documents (employee booklets, carrier contracts, etc.). Review annual commission/fee reconciliation and prepare reporting for AE/Unit Manager. Practice proactive follow-up on all outstanding issues by communicating status of each to the AE/Unit Manager. Prepare monthly service reports by the 10th of the month, including appropriate distribution. Work with internal teams to assist clients with compliance issues. Participate in training/mentoring to junior associates. Attend internal meetings/education programs. Requirements: Bachelor's Degree in Business Administration or related field and/or years of experience equivalent Typically three to seven years of Client services experience is required 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 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 use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine 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 #LI-Hybrid

Created: 2024-11-05