Account Manager - Employee Benefits

Lockton•San Francisco, CA

11d

About The Position

Lockton is seeking a motivated, detail-oriented Account Manager in Employee Benefits to support the day-to-day management and servicing of employee benefits policies. The role focuses on building relationships, exceeding client expectations, providing excellent client service, and helping ensure client satisfaction and successful renewals. The Account Manager will apply an understanding of the business, industry trends, carrier product offerings, and governmental regulations while collaborating with senior staff to deliver people solutions for Lockton clients.

Requirements

Bachelor’s degree in Business Administration or a related field, or equivalent years of experience.
Typically, two years of related client services experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
Ability to work in a team environment and manage multiple tasks and projects with competing deadlines.
Ability to attend industry training sessions and complete continuing education requirements as needed.
Ability to comply with company policies and procedures and proactively protect the confidentiality of client and company information.
Strong verbal, written, and interpersonal skills for interacting with clients, project team members, and associates at all levels, while representing Lockton professionally.
Ability to work outside regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
Legally able to work in the United States.

Responsibilities

Service a designated book of business, including marketing, assisting with claim issues, and administration.
Support implementation or transition of new or existing coverage lines by setting up accounts, collecting required documentation, and reviewing plan details with clients and carriers.
Initiate and facilitate vendor quotes, amendments, and reinstatements for requested changes.
Maintain complete, accurate client information in the agency management system.
Conduct and create benefit benchmarking studies, plan comparison reports, and client presentation materials.
Initiate policy requests and conduct contract comparisons to ensure completeness.
Initiate and monitor the receipt of carrier renewals and quotes after submission and negotiation by more senior staff.
Generate materials for client presentations and meetings.
Address and resolve escalated claims, billing, and eligibility issues as directed, providing timely responses and satisfactory outcomes for clients.
Initiate communications and open enrollment activities to support successful renewals and implementation.
Build and develop relationships with clients, carriers, and other vendors.
Research industry trends, carrier product offerings, and governmental regulations.
Learn from 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.