Senior Account Manager - People Solutions

Lockton • San Diego, CA

3d

About The Position

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. The role oversees day-to-day management and support of employee benefits policies, with a focus on building client relationships, exceeding expectations, delivering excellent service, and supporting successful renewals. The Senior Account Manager leads service for a designated book of business, provides analysis and recommendations, supports client strategy and renewal activities, and coordinates with carriers, vendors, and internal colleagues. The position also mentors junior-level staff and may require work outside regular business hours and travel by automobile or aircraft, including trips of more than one day and night.

Requirements

• Bachelor’s degree in Business Administration or a related field, or equivalent years of experience.
• Typically, three or more years of client services experience.
• Strong working knowledge and experience within the brokerage/commercial insurance industry.
• 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.
• Understanding of industry trends and governmental regulations.
• Ability to attend industry training sessions and complete continuing education requirements as needed.
• Readiness to expand insurance-industry knowledge and effectiveness through education beyond continuing education requirements.
• Ability to comply with company policies and procedures and proactively protect confidential client and company information.
• Strong verbal, written, and interpersonal skills to interact professionally with clients, project team members, and associates at all levels.
• Ability to work outside regular business hours and travel by automobile and aircraft, potentially being away from home for more than one day and night.
• Legally able to work in the United States.

Responsibilities

• Lead servicing of a designated book of business, including renewals, marketing, issue resolution, and client support.
• Analyze industry trends and provide related guidance to clients using discretion and independent judgment.
• Resolve escalated claims, billing, and eligibility issues in a timely and satisfactory manner.
• Develop financial models and reports, interpret analyses, explain implications, and provide actionable recommendations to clients and senior team members.
• Participate in client strategy and renewal meetings to understand expectations and align results with commitments.
• Lead marketing across product lines, develop presentations of results, and present results with oversight.
• Lead communications and open enrollment activities and support implementation to ensure successful renewals.
• Participate in carrier negotiations for new and renewal quotes; prepare renewal presentations and present results with oversight.
• Analyze quotes, recommend appropriate options, and ensure adequate client coverage.
• Identify coverage gaps and cross-sell opportunities and provide recommendations.
• Establish and maintain relationships with clients, carriers, and vendors.
• Research industry trends, carrier product offerings, and governmental regulations.
• Educate clients on compliance and regulatory matters.
• Mentor and train junior-level staff, fostering a collaborative and supportive work environment.
• Perform other responsibilities and duties as needed to support the team and clients.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with match
• Life insurance
• Salary continuation
• Long-term disability
• Wellness program
• Flexible spending accounts
• Legal benefit
• Identity theft protection
• Accident insurance
• Critical illness insurance
• Hospital indemnity
• Pet insurance
• Mental health benefits
• May be eligible for annual discretionary bonus consideration

What This Job Offers

• Job Type: Full-time
• Career Level: Senior