Senior Account Manager-Employee Benefits

2 weeks ago

Chicago, United States Lockton, Inc. Full time
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.


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