Benefits Account Manager

20 hours ago


Houston, Texas, United States Lockton, Inc. Full time

Job Summary:

Lockton Dunning Benefits is seeking a skilled Account Manager to provide exceptional client service and support. The ideal candidate will possess a strong understanding of industry trends and regulations, as well as excellent communication and interpersonal skills.

This role will involve developing and maintaining relationships with clients, as well as supporting the operations of a designated book of business. The Account Manager will be responsible for gathering and processing client information, responding to inquiries, and maintaining accurate documentation.

Key Responsibilities:

  • Support the operations of a designated book of business, including marketing, claims, and administration
  • Respond to client inquiries and maintain documentation of client communications, existing issues, and issue resolution
  • Gather and process client information, including quotes, amendments, and reinstatements
  • Monitor client data warehouse to ensure data integrity and proactively identify inconsistencies
  • Assess and interpret claims experience for monthly client reports
  • Maintain materials for client presentations and coordinate with carriers and clients as needed
  • Audit annual commission levels and reports for accuracy and provide feedback to the Team Lead
  • Research government compliance and regulations to create educational materials
  • Perform other responsibilities and duties as needed

Requirements:

  • Bachelor's degree in a business-related field and/or equivalent years of experience
  • Minimum 2 years of employee benefits experience in the insurance industry
  • Strong knowledge of Microsoft Office Suite and excellent verbal and interpersonal communication skills
  • Understanding of industry trends and governmental regulations
  • Ability to protect confidential client and company information


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