Account Manager

Lockton•Boston, MA

21d•Hybrid

About The Position

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 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.

Requirements

A minimum of two years of benefits insurance experience and/or Human Resources/consulting experience required
Ability to efficiently organize work and manage time in order to meet deadlines
Exceptional verbal, written, and interpersonal skills
Ability to comply with all company policies, procedures, proactively protecting confidentiality of client and company information
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future

Nice To Haves

Bachelor's degree in a business-related program (preferred) or equivalent education and/or experience required

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
Leads all core service delivery activity including but not limited to:
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 month end; ensures tracking is peer reviewed by finance team prior to release to client)
Compliance (sends annual compliance calendar to client; reminds clients of compliance due dates and ensure deadline is not missed
Completes draft of 5500; leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment)
Project management of open enrollment communications (establishes draft timeline and setting up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with 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
Become an invaluable member of the service team to the client, as indicated through annual client feedback
Solicit feedback regularly from the team and actively make progress toward goals
Proactively communicate with internal teams
Attend internal and carrier training to improve skill set market knowledge
Share new experiences that would be of value to the broader Lockton benefits team
Show effectiveness in prospect meeting