Account Administrator
1 week ago
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.
- 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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