Senior Account Manager - Solutions

Senior Account Manager - People Solutions

Birmingham, Michigan, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action‑oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.

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 a Senior Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients, under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.

• Effectively manage service/project plan timeline for each client as developed by the AE.
• Support AE in the scheduling and preparation of each Gate Meeting
• Request and manage receipt of all renewals from carriers.
• Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts.
• Prepare RFPs for bid solicitation.
• Manage carrier/vendor responses and questions during bid solicitation.
• Clarify questions with carriers and Lockton AE
• Review and summarize proposals in RFP template.
• Notify carriers in a timely manner of final decisions once client has made final decisions.
• Initiate and manage all administration activity relative to implementing a new carrier.
  • Contract reviews
  • Implementation meetings/calls
  • Carrier introductions
  • Other
• Ensure all necessary contracts/documents are executed in a timely fashion.
• Review SPD, Certificates, Policies and Contracts for accuracy
• Prepare annual compliance calendar for clients.
• Provide updates and responses to employer compliance issues/questions as needed.
• Ensure internal compliance issues are addressed, including but not limited to:
  • Service Agreements
  • Broker of Record Letters
  • Business Associate Agreements
  • Compensation Disclosures
• Prepare routine claim summary/aggregate reports.
• Prepare and manage the employee communications material, including but not limited to:
  • Enrollment Guides
  • Annual Enrollment Meeting PowerPoint Presentation
  • CEO Letters
  • Announcements
  • New Hire Guides
• Conduct employee meetings as needed.
• Prepare initial claim projections when appropriate using the PRISM tool.
• Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client.
• Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate.
• Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE

• Five+ years of employee benefits experience at a consulting and / or brokerage firm.
• Experience presenting in front of a clients.
• Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures.
• Experience in marketing and servicing the employee benefit programs.
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
• Develop and maintain strong working knowledge of PRISM.
• Demonstrated analytical and problem‑solving skills.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Strong public speaking skills to present during Enrollment Meetings
• Willingness to delegate as appropriate
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others.
• Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Managing workflows proactively without AE interaction and in…