Account Manager- Solutions

Responsibilities

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating clients’ accounts.

• 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
• Communicates 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
• Prepares and conducts open enrollment presentations and meetings
• Has 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 equivalent years of experience
• 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
• Understands industry trends and governmental regulations
• Ability to delegate tasks effectively
• Ability to complete continuing education requirements as needed
• Must 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.

PLEASE NOTE:

The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job‑related knowledge, experience, education, certifications, and skills.