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Voluntary Benefits Account Manager

2 months ago

Plano, Texas, United States Lockton, Inc. Full time
Job Summary:

Lockton, Inc. is seeking a seasoned Senior Account Executive to join our team. As a key member of our Voluntary Benefits division, you will be responsible for proactively consulting and managing complex and critical accounts, improving plan designs, and strategically partnering with internal and external client teams.

Key Responsibilities:
  • Proactively manage all aspects of accounts and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards and in accordance with timeframe requirements.
  • Build, expand, and solidify relationships with existing clients at executive levels within the company and lead appropriate resources to address the client's needs.
  • Drive discussions around plan performance and design; monitor trends and make recommendations to improve effectiveness of employee program/design.
  • Identify and address client service issues; develop and implement processes and policies to improve overall client service.
  • Support the generation of new business by collaborating with Producers in prospect meetings, acting as the technical SME and leading the RFP process with the Team Lead.
  • Develop and lead processes including communications strategy, collateral materials, vendor implementation, and conducting open enrollment meetings.
  • Develop and deliver monthly, quarterly and annual reporting to clients regarding trends, financial performance and plan changes.
  • Stay current on all relevant industry data and work with the Team Lead to develop project plans, assemble teams for delivery on client projects, and ensure delivery against project goals.
  • Maintain knowledge of carrier/vendor products and services and effectively deliver appropriate carrier/TPA recommendations and product and service solutions to clients.
  • Ability to lead client meetings and provide 'on the spot' strategic guidance and financial performance information in conjunction with or independently from the Team Lead.
  • Manage and organize client tasks and open items relating to strategy and plan design.
  • Maintain an awareness of all large and potentially complicated claim related matters, assist with negotiations and resolution of claim settlement on behalf of clients.
  • Develop and produce Request for Proposal (RFP) by coordinating vendor replies, developing an analysis from RFP responses and preparing client report with recommendations.
  • Prepare cost projection throughout the year and at renewal.
  • Execute client renewals by building relations with key client stakeholders and asking effective probing questions that lead to innovative voluntary benefit plan designs.
  • Identify opportunities and gaps in coverage.
  • Meet with clients in conjunction with the Team Lead to review action items and communicate problems and/or vendor issues.
  • Mentor and train team members with the end goal of providing the highest level of support by meeting or exceeding industry standards.
Requirements:
  • Bachelor's degree in Business-related field and/or equivalent years of experience.
  • Minimum 6 years' experience in the insurance industry, specifically in voluntary benefit coverages/programs.
  • Extensive experience in marketing and servicing the insurance needs of employer-sponsored voluntary benefit plans.
  • Consistently demonstrated ability to instill confidence with clients so that the client looks to the Voluntary Benefits Director and to Lockton as a partner in business.
  • Proven ability to resolve issues involving associates, resources, and/or projects by seeking the required level of management involvement when needed.
  • Spearhead client relationships by delivering excellent customer service skills.
  • High mathematical aptitude including the ability to calculate and interpret formula methodologies.
  • Personal presence to interface with top management of other businesses, including carriers, representing Lockton in the highest professional manner.
  • Excellent Microsoft suite skills (Excel, PowerPoint, Outlook).
  • Ability to manipulate large spreadsheets, census data, disruption, geo-access, benchmarking data, etc.
  • Ability to work in a fast-paced environment and multi-task effectively.
  • Excellent organizational and communication skills.
  • Proven critical thinking and problem-solving skills.
  • Has required insurance licenses or able to become licensed.