Senior Account Manager

Lockton • Chicago, IL

1d

About The Position

Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.

Requirements

• Bachelor’s degree or equivalent education and/or experience
• Five+ years’ working knowledge of employee benefits or related experience
• Experience in marketing and servicing the employee benefit programs
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
• Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
• Develop and maintain strong working knowledge of PRISM
• Demonstrated analytical and problem-solving skills
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
• Strong public speaking skills to present during Enrollment Meetings
• Willingness to delegate as appropriate
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others
• Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
• Managing workflows proactively without AE interaction and in accordance with QA guidelines, and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome
• Ability to present proposals to clients in a professional manner
• Ability to analyze quotes for coverage adequacy
• Personal presence to interface with insurance carriers’ representatives
• Ability to travel by automobile and aircraft, and stay for more than one day and night
• Strong communication and interpersonal skills with the ability to interact with Associates at all levels of responsibility

Nice To Haves

• Ability to coach and mentor other Associates
• Ability to consult clients on other Lockton services and insurance needs
• The desire to take on a leadership role both internally and externally at Lockton

Responsibilities

• Effectively manage service/project plan timeline for each client as developed by the AE
• Request and manage receipt of all renewals from carriers
• Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts
• Prepare RFPs for bid solicitation
• Manage carrier/vendor responses and questions during bid solicitation
• Clarify questions with carriers and Lockton AE
• Review and summarize proposals in RFP template
• Notify carriers in a timely manner of final decisions once client has made final decisions
• Initiate and manage all administration activity relative to implementing a new carrier
• Contract reviews
• Implementation meetings/calls
• Carrier introductions
• Prepare and manage the employee communications material, including but not limited to: Enrollment Guides, Annual Enrollment Meeting PowerPoint Presentation, CEO Letters, Announcements, New Hire Guides
• Conduct employee meetings as needed
• Prepare initial claim projections when appropriate
• Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client
• Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate
• Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE

What This Job Offers

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