Senior Account Analyst - Private Equity

Lockton•Charlotte, NC

47d

About The Position

The Lockton team is currently seeking a dynamicâ¯Senior Benefit Analystâ¯for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.

Responsibilities

Provide broad administrative support to the Account Manager and Account Executive in the following activities:
Client enrollment meetings
Mid-Year/Client Renewals
Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
Develop mutually beneficial relationships with insurance carriers and administrators
Prepare Service Schedules & Maintain Open Item Lists
Report Preparation (experience reports, management reports, various marketing reports)
Provide AE and/or UM with necessary components needed to complete renewal projections
Attend staff meetings, department, and carrier meetings as well as educational workshops
New Client Set-Up; Existing Client File Maintenance
Create and distribute Client & Carrier correspondence
Update Client and Carrier information in applicable database
Deliver outstanding customer service
Complete special projects