Account Manager

The Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures, and ensure overall compliance with the aforementioned.

The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Core Responsibilities:

* Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention

* Completes tasks assigned to the "support role" in the client engagement workbook

* Client Service Calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call

* Monthly Claims Tracking (updates and sends monthly claims to client prior to the month end; ensures tracking is peer reviewed by Finance team prior to release

* Compliance (sends annual compliance calendar to client; reminds client of compliance due dates and ensures deadlines not missed; completes draft of 5500; leads PCORI calculations; reviews and delivers SDPs and SBCs; sends annual compliance notices during open enrollment; updates client Wrap document)

* Project Management (establishes draft timeline and sets up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with the communications team; ensures Account Executive or Account lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed;

delivers final version to client within established timeframe)