Account Manager- People Solutions

Phoenix, Arizona, 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.

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts across our People Solutions team.

• Services designated book of business as relating to marketing, assisting with claim issues, and administration
• Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
• Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials
• Obtains policy, then conducts a contract comparison to ensure completeness
• Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Reviews the employee notice packets and other compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
• Overall responsibility for managing updates to Client employee facing communications
• Prepare and conduct open enrollment presentations and meetings
• Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically 2+ years of related Client services experience is required
• Company or agency experience in employee benefits 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 delegate tasks effectively
• 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

This position may be eligible for annual discretionary bonus consideration.

• Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that…