Account Analyst - Benefits

Lockton•Birmingham, AL

10d

About The Position

The Account Analyst supports client servicing and benefits account operations. The role responds to routine client inquiries, maintains records of communications and issue resolutions, and refers complex matters to senior staff. It reviews and processes policies and endorsements, assists with renewals, financial reporting, employee communications, invoicing, billing research, and other account-related tasks. The Account Analyst also maintains client and carrier information, enters and audits data, researches industry trends and governmental regulations, and develops an understanding of insurance brokerage and account servicing processes. The position may require work outside normal business hours and travel by automobile or aircraft.

Requirements

Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
Up to three years of client services experience required.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Understanding of 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 company policies and procedures and proactively protect the confidentiality of client and company information.
Ability to organize work efficiently and manage time 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 normal business hours as needed.
Legally able to work in the United States.
Intermediate AI proficiency: use generative AI tools for research, analysis, communication, and workflow optimization; validate AI-generated outputs; apply sound judgment about data privacy, security, and regulatory requirements; and identify opportunities to improve team effectiveness through responsible AI use.

Responsibilities

Respond to routine client inquiries, document communications and issue resolutions, and refer complex inquiries to senior staff.
Prepare written correspondence and make telephone calls to underwriters as requested by senior staff.
Review and process policies and endorsements for accuracy of coverage, policy content, and form completion.
Evaluate proposal policies against checklist criteria and notify senior staff about missing items or concerns.
Assist with renewals by requesting and gathering enrollment, volume, and benefit summary reports.
Help produce employee communications, including newsletters, bulletins, and overhead presentations, as requested by senior staff.
Assist with renewal financial reporting by gathering and compiling client details.
Execute requested changes on policies.
Assist periodically with loss-run requests.
Extend expiring binders as requested by senior staff.
Fulfill requirements generated by the Renewal Assistance Program report and update the report when tasks are completed.
Assist with maintaining carrier product information.
Enter data into the data management system and audit it for accuracy, completeness, and conformity to established procedures.
Maintain client records.
Compile preliminary numbers for promulgating experience modification and order worksheets.
Issue and process client invoices.
Assist with researching invoice and billing errors.
Develop an understanding of the insurance brokerage business and account servicing processes.
Research industry trends and governmental regulations.
Perform other responsibilities and duties as needed.