Senior Account Manager-Employee Benefits
4 days ago
Job Summary:
Position Objective:
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As a Senior Account Manager, you will be 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.
Responsibilities:
Effectively manage service/project plan timeline for each client as developed by the AE.
Support AE in the scheduling and preparation of each Gate Meeting
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
Other
Ensure all necessary contracts/documents are executed in a timely fashion.
Review SPD, Certificates, Policies and Contracts for accuracy
Prepare annual compliance calendar for clients.
Provide updates and responses to employer compliance issues/questions as needed.
Ensure internal compliance issues are addressed, including but not limited to:
Service Agreements
Broker of Record Letters
Business Associate Agreements
Compensation Disclosures
Prepare routine claim summary/aggregate reports.
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 using the PRISM tool.
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
Requirements:
Five+ years of employee benefits experience at a consulting and / or brokerage firm.
Strong project management experience.
Experience presenting in front of a clients.
Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures.
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 coach and mentor other Associates.
Ability to consult clients on other Lockton services and insurance needs.
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.
Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility.
Legal right to work in the United States
The desire to take on a leadership role both internally and externally at Lockton.
#LI-Hybrid
#J-18808-Ljbffr
-
Account Manager-Employee Benefits
2 days ago
St Louis, United States Lockton, Inc. Full timeJob Summary: Lockton is seeking an eager, driven Account Manager, who will bring a fierce commitment to supporting the efforts of building new relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. The Account Manager will be responsible for servicing and marketing the needs of Lockton...
-
Account Coordinator
4 weeks ago
St. Louis, United States AssuredPartners Full timeOverview AssuredPartners in St. Louis, MO is hiring! As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Coordinator to support our Employee Benefits department and deliver exceptional benefits solutions to our growing client base. This role acts as Administrative Assistant support for...
-
Employee Life Cycle Manager
3 weeks ago
St. Louis, United States Green Park Senior Living Community Full timeGreen Park Senior Living Community - CommuniCare Health Services is currently recruiting an Employee Life Cycle Manager at Green Park Senior Living Community located in St. Louis, MO.As a critical part of the team at Green Park Senior Living Community, the Employee Life Cycle Manager is responsible for recruiting talent to meet staffing needs, onboarding and...
-
Employee Benefits Account Executive
4 weeks ago
St Louis, United States AssuredPartners Full timeOverview: AssuredPartners of Missouri is seeking their next, Life & Health licensed, Employee Benefits Account Executive for our Large Group Employee Benefits Department in St. Louis, MO! This role will focus on Large Group clients. The Account Executive acts as the Subject Matter Expert on client support, providing advanced client support. The position...
-
Employee Benefits Account Executive
6 days ago
St Louis, United States AssuredPartners Full timeOverview: AssuredPartners of Missouri is seeking their next, Life & Health licensed, Employee Benefits Account Executive for our Large Group Employee Benefits Department in St. Louis, MO! This role will focus on Large Group clients. The Account Executive acts as the Subject Matter Expert on client support, providing advanced client support. The position...
-
Managing Consultant
4 weeks ago
St Louis, United States OneDigital Full timeAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...
-
Employee Benefits Account Manager
2 weeks ago
St. Augustine, Florida, United States Foundation Risk Partners Full timeFoundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their Herbie Wiles Insurance team in St. Augustine, FLJob Summary: The Benefits Account Manager is a learning position to become responsible for daily servicing of assigned clients including new and...
-
Senior Manager, Accounting
4 weeks ago
St Louis, United States Stereotaxis Full timeShift Type Job Title Senior Manager, Accounting Education Bachelor's Degree Location Stereotaxis - St. Louis, MO 63101 US (Primary) Career Level Manager Category Finance Date Needed By Job Type Full-time Travel Job Description COMPANY DESCRIPTION: Stereotaxis is the global leader in innovative robotic technologies designed to enhance the treatment of...
-
Sr. Account Manager, Employee Benefits
4 weeks ago
St Petersburg, United States Higginbotham Insurance Agency Full timeStahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Sr. Account Manager, Employee Benefitsin our St. Petersburg, FL office. Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Sr. Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a...
-
Senior Consolidations Accountant
4 weeks ago
St Louis, Missouri, United States Kforce Inc Full timeRESPONSIBILITIES:Kforce has a client that is seeking a Senior Consolidations Accountant in Saint Louis, MO. This client offers a competitive 401(k), tuition reimbursement, flexible time off plans, including paid parental leave (maternal and paternal), vacation and holiday leave.Responsibilities: Senior Consolidations Accountant will be responsible for...
-
Benefits and Employee Engagement Manager
4 weeks ago
St. Louis, United States Accounting Career Consultants, ACC Legal & HR Career Consultants Full timeWhy is This a Great Opportunity?Growing organization with a great HR team.Job Description:We are seeking a dynamic and detail-oriented Benefits/Employee Engagement Manager for a client of ours in St. Louis. The ideal candidate will be responsible for overseeing various administrative tasks related to employee benefits, managing employee engagement...
-
Benefits and Employee Engagement Manager
4 weeks ago
St Louis, United States Accounting Career Consultants, ACC Legal & HR Career Consultants Full timeWhy is This a Great Opportunity?Growing organization with a great HR team.Job Description:We are seeking a dynamic and detail-oriented Benefits/Employee Engagement Manager for a client of ours in St. Louis. The ideal candidate will be responsible for overseeing various administrative tasks related to employee benefits, managing employee engagement...
-
Employee Life Cycle Manager
4 weeks ago
St Louis, United States CommuniCare Family of Companies Full timeCommuniCare Health Services is currently recruiting an Employee Life Cycle Manager at Green Park Senior Living Community located in St. Louis, MO. As a critical part of the team at Green Park Senior Living Community, the Employee Life Cycle Manager is responsible for recruiting talent to meet staffing needs, onboarding and orienting new hires, employee...
-
Employee Life Cycle Manager
2 weeks ago
St Louis, Missouri, United States CommuniCare Family of Companies Full timeCommuniCare Health Services is currently recruiting an Employee Life Cycle Manager at Green Park Senior Living Community located in St. Louis, MO. As a critical part of the team at Green Park Senior Living Community, the Employee Life Cycle Manager is responsible for recruiting talent to meet staffing needs, onboarding and orienting new hires, employee...
-
Senior Accountant
2 weeks ago
St Louis, United States Stereotaxis Full timeShift Type Job Title Senior Accountant Education Bachelor's Degree Location Stereotaxis - St. Louis, MO 63101 US (Primary) Career Level Experienced (Non-Manager) Category Finance Date Needed By Job Type Full-time Travel Job Description COMPANY DESCRIPTION: Stereotaxis is the global leader in innovative robotic technologies designed to enhance the treatment...
-
Employee Benefits Associate Account Manager
3 weeks ago
St Paul, United States North Risk Partners Full timeJob Type Full-time Description North Risk Partners is a fast-growing firm dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 425 employees working across five states including Minnesota, Iowa, North Dakota, South Dakota, and Nebraska. North Risk's team is values-driven with a common mission...
-
Senior Accountant
6 days ago
St. Louis, United States Vivos Holdings Full timeSummary: The Senior Financial Accountant is one of three accounting roles reporting to the Senior Accounting Manager. The position requires the demonstrated ability to work well in a team environment and will work in a group responsible for financial statement preparation, monthly financial statement close and general ledger reconciliations, treasury...
-
Senior Accountant
4 weeks ago
St Louis, United States Vivos Holdings Full timeSummary: The Senior Financial Accountant is one of three accounting roles reporting to the Senior Accounting Manager. The position requires the demonstrated ability to work well in a team environment and will work in a group responsible for financial statement preparation, monthly financial statement close and general ledger reconciliations, treasury...
-
Employee Benefits Account Processor
2 weeks ago
St Cloud, United States North Risk Partners Full timeJob Type Full-timeDescriptionAre you interested in doing work that matters everyday with an organization intentional about building and living out a values-driven team culture? NRP's #oneTEAM is fast-growing and dedicated to serving the insurance and risk management needs of businesses and individuals. Our team consists of over 400 employees working in over...
-
Managing Consultant
4 weeks ago
St. Louis, United States Ascendion Full timeWe’re recruiting the Managing Consultant (Employee Benefits), both Full-Time with Remote Flexibility, for a Leading Strategic Insurance Advisory Firm focused on driving business growth for employers of all sizes. Combining people and tech, our client offers employers a best-in-class combination of strategic benefit advisory services, analytics, compliance...