Account Administrator

1 week ago


Phoenix, Arizona, United States Lockton, Inc. Full time
Job Summary:

The Account Administrator is responsible for delivering exceptional client service to an assigned portfolio of clients, working under the guidance of the service team (Account Manager and/or Account Executive).

This role also involves supporting the department in maintaining databases and completing other administrative tasks as assigned.

Key Responsibilities:
  • Maintain databases (e.g., ReSourcePro and Benefitpoint) and perform other administrative tasks as assigned.
  • Assist the service team in initiating client renewals and marketing, including preparing the RFP, requesting renewals, and preparing and updating benefit comparison and cost spreadsheets.
  • Collaborate with the Communications Team to develop and review client communication materials, track deadlines, and provide input on content.
  • Support the service team in preparing for open enrollment, including initiating carrier material requests and reviewing carrier materials for accuracy.
  • Prepare the MARS document once renewal decisions are complete and provide it to ReSourcePro at least thirty days prior to policy renewal date to ensure timely system updates.
  • Ensure Benefitpoint data entry is accurate and complete prior to plan renewal.
  • Maintain electronic client files in compliance with the electronic filing structure.
  • Prepare Form 5500 filings, including collecting enrollment counts, completing required information within the Wrangle system, tracking deadlines, and reviewing Schedule A's and Form 5500's for accuracy.
  • Prepare annual notice packets, ensuring accuracy before providing to clients.
  • Complete tasks assigned to onboard or terminate a client.
  • Respond promptly to client requests for service/assistance.
  • Communicate professionally with insurance carriers and other vendors to address client issues and produce optimal results in a timely fashion.
  • Attend implementation meetings with carriers and clients and provide assistance as requested.
  • Develop a basic understanding of client plan financials.
  • Attend company, department, and staff meetings as required; participate in ongoing industry and carrier trainings offered.
  • Make a positive contribution to client satisfaction and strive to improve service to the client.
  • Communicate positively to contribute to a cohesive, pleasant work environment.
  • Protect the confidentiality of client and carrier information as necessary.
  • Comply with Lockton procedures and policies.
Requirements:
  • Bachelor's Degree in Business Administration or related field and/or 2+ years of work experience.
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
  • Strong verbal, written, and interpersonal communication skills required.
  • Ability to efficiently organize work and manage time to meet deadlines.
  • Previous medical benefit knowledge, administrative, and/or customer service experience preferred.
  • High aptitude for accuracy and strong attention to detail required.
  • Ability to attend company, department, and team meetings as required, including industry training sessions.
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
  • Ability to travel by automobile and aircraft.
  • Ability to work on a computer for a prolonged amount of time.
  • Ability to work outside of normal business hours as needed.
  • Legally able to work in the United States.

Lockton offers a competitive benefits package, including medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.



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