Account Manager

Lockton•Los Angeles, CA

52d

About The Position

Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As an Account Manager, you will support the day-to-day management and servicing of employee benefits policies, ensuring client satisfaction and successful renewals. The ideal candidate will have a fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations. They will work collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients.

Requirements

Strong commitment to building relationships
Exceeding client expectations
Providing excellent client service
Fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations

Responsibilities

Service a designated book of business, including marketing, assisting with claim issues, and administration.
Support the implementation or transition of new/existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers.
Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes as needed.
Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness.
Conduct and create benefit benchmarking studies, design plan comparison reports, and client presentation materials.
Initiate obtaining policies and conduct contract comparisons to ensure completeness.
Initiate and monitor receipt of renewals & quotes from carriers once submitted and negotiated by more senior staff.
Generate materials for client presentations and meetings.
Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients, as directed, with timely responses to back to the clients.
Initiate communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
Build and develop relationships with clients, carriers, and other vendors.
Research industry trends, carrier product offerings, and governmental regulations.
Learn and collaborate with senior staff, fostering a collaborative and supportive work environment.
Perform other responsibilities and duties as requested to support the team and clients.