Benefits Analyst

5 days ago


Washington, Washington, D.C., United States Lockton, Inc. Full time
Job Summary:
Lockton Northeast Series is seeking a Benefits Analyst to join our fast-growing team. As a Benefits Analyst, you will be part of our Career Foundations Program, designed to provide the technical and practical training needed to develop your skills and advance your career in the Lockton Northeast Series.

About Lockton Northeast:
Our team is located in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Overview:
The Benefits Analyst is an entry-level position designed for recent college graduates or experienced professionals with 1-2 years of relevant insurance experience. As a Benefits Analyst, you will be responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers, and/or Account Executives.

Core Responsibilities:
  • Respond to Client's inquiries, maintaining documentation of communications, existing issues, and issue resolution
  • Provide Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy, including support as part of the client service team, from strategy planning through renewal
  • Send compliance communications as needed
  • Manage open enrollment communications process, including presentation support
  • Review plan documents and materials for accuracy
  • Respond to emails in a timely manner (within 24 hours)
  • Update client logs
  • Set expectations with internal team on deliverable format, timing, etc; completes tasks within deadlines and communicates to team if they anticipate any challenges meeting deliverables
  • Develop proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools
  • Complete the Career Foundations Program (CFP) within 2 years
  • Attend all training sessions, drive engagement, and build a relationship with mentor
  • Gain entry-level knowledge of Lockton and the services we provide
  • Performs other responsibilities as needed
Requirements:
  • Bachelor's degree in a business-related program or other related field, or equivalent work experience is preferred (including human resources administration, risk management, or health policy)
  • Ability to effectively and efficiently organize work and manage time in order to meet deadlines
  • Exceptional verbal, written, and interpersonal communication skills
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
  • Willingness and ability to work outside of normal business hours and travel as needed
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
  • Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position, now or in the future
The most successful candidates will:
  • Solicit feedback regularly from the team and actively make progress toward goals
  • Take meeting notes and send out within 24 hours
  • Exhibit an eagerness and enthusiasm to learn and be part of a team
  • Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
  • Excel at multi-tasking, adapt to change, and work on tight deadlines to meet client needs
  • Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
  • Exhibit intellectual curiosity
  • Take initiative to solve problems independently before seeking help
  • Pursue technical expertise through professional designations, industry workshops, etc.
  • Seeks out new work assignments and assists other team members when capacity allows

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