Employee Benefits Account Manager

Lockton • New York, NY

13d • Hybrid

About The Position

The Employee Benefits Account Manager supports Lockton Northeast’s People Solutions Client Engagement strategy and is responsible for day-to-day servicing for clients, under the general guidance of the Unit Manager, Account Executive, and/or Client Executive. The role leads core service delivery and handles administrative and service needs, including claim, compliance, billing, plan, and carrier issues. The Associate is expected to understand and follow Lockton Northeast resources, policies, procedures, and compliance requirements. The role participates in the Career Foundations Program or Career Advancement Program, which provides technical and practical training to support career progression. A successful Account Manager I supports the Unit Manager, Account Executive, and/or Senior Client Manager by delivering transactional excellence and strong customer service.

Requirements

• A minimum of two years of benefits insurance and/or Human Resources or consulting experience.
• Ability to organize work efficiently and manage time to meet deadlines.
• Exceptional verbal, written, and interpersonal skills.
• Ability to comply with company policies and procedures and proactively protect confidential client and company information.
• Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
• Must be legally authorized to work in the United States and not require sponsorship now or in the future.

Nice To Haves

• Bachelor’s degree in a business-related program; equivalent education and/or experience is also accepted.

Responsibilities

• Handle day-to-day administrative and service needs, including claim issues, compliance questions, billing questions, plan-related questions, and urgent carrier issues.
• Complete tasks assigned to the support role in the client engagement workbook.
• Lead client service calls, communicate effectively with clients, coordinate updates from team members, and email an updated log to the client at least 30 minutes before each call.
• Update and send monthly claims tracking to clients before month end, ensuring the tracking is peer-reviewed by the finance team before release.
• Send annual compliance calendars to clients, remind them of compliance deadlines, and help ensure deadlines are met.
• Draft Form 5500s; lead PCORI calculations; review and deliver SPDs and SBCs; and send annual compliance notices during open enrollment.
• Manage open enrollment communications projects by developing draft timelines, arranging client calls after renewal decisions, coordinating benefits guides and presentations with the communications team, obtaining internal review, delivering accurate drafts and final materials, and communicating client actions and deadlines.

Benefits

• Flexible and hybrid work environment allowing Associates to split time between in-person and remote work.
• Competitive total rewards package.
• Continuing education and training.
• Potential for career progression through the Career Foundations Program or Career Advancement Program.
• Opportunity to work in a dynamic entrepreneurial culture and contribute to community giving.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed