Senior Account Manager

Lockton•Irvine, CA

About The Position

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. The role focuses on building relationships, exceeding client expectations, and delivering excellent client service. The Senior Account Manager oversees day-to-day management and support of employee benefits policies, with responsibility for client satisfaction and successful renewals. The position leads servicing for a designated book of business, including renewals, marketing, issue resolution, client support, implementation, communications, and open enrollment activities. It involves analyzing industry trends, developing financial models and reports, making actionable recommendations, advising clients on compliance and regulatory matters, and working with carriers and vendors. The role also mentors junior staff and supports the team and clients as needed.

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, with the ability 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 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

Lead servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
Analyze industry trends and provide related guidance to clients using discretion and independent judgment.
Address and resolve escalated claims, billing, and eligibility issues to achieve timely and satisfactory outcomes.
Develop financial models and reports for clients and senior team members, interpret the analysis, and provide actionable recommendations.
Participate in client strategy and renewal meetings to understand expectations and ensure results align with commitments.
Lead marketing of all product lines, develop presentations of results, and present results with oversight.
Lead communications and open enrollment activities and support implementation to ensure a successful renewal process.
Participate in negotiations with carriers for new and renewal quotes.
Prepare renewal presentations and present results with oversight.
Analyze quotes, recommend suitable options, and ensure adequate client coverage.
Identify coverage gaps or cross-sell opportunities and provide related recommendations.
Establish and maintain relationships with clients, carriers, and other 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.