Senior Account Manager-Employee Benefits

2 weeks ago

St Louis, United States Lockton, Inc. Full time
Job Summary:

Position Objective:

Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As a Senior Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients, under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.

Responsibilities:

  • Effectively manage service/project plan timeline for each client as developed by the AE.
  • Support AE in the scheduling and preparation of each Gate Meeting
  • Request and manage receipt of all renewals from carriers.
  • Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts.
  • Prepare RFPs for bid solicitation.
  • Manage carrier/vendor responses and questions during bid solicitation.
  • Clarify questions with carriers and Lockton AE
  • Review and summarize proposals in RFP template.
  • Notify carriers in a timely manner of final decisions once client has made final decisions.
  • Initiate and manage all administration activity relative to implementing a new carrier.
    • Contract reviews
    • Implementation meetings/calls
    • Carrier introductions
    • Other
  • Ensure all necessary contracts/documents are executed in a timely fashion.
  • Review SPD, Certificates, Policies and Contracts for accuracy
  • Prepare annual compliance calendar for clients.
  • Provide updates and responses to employer compliance issues/questions as needed.
  • Ensure internal compliance issues are addressed, including but not limited to:
    • Service Agreements
    • Broker of Record Letters
    • Business Associate Agreements
    • Compensation Disclosures
  • Prepare routine claim summary/aggregate reports.
  • Prepare and manage the employee communications material, including but not limited to:
    • Enrollment Guides
    • Annual Enrollment Meeting PowerPoint Presentation
    • CEO Letters
    • Announcements
    • New Hire Guides
  • Conduct employee meetings as needed.
  • Prepare initial claim projections when appropriate using the PRISM tool.
  • Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client.
  • Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate.
  • Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE
Requirements:
  • Five+ years of employee benefits experience at a consulting and / or brokerage firm.
  • Strong project management experience.
  • Experience presenting in front of a clients.
  • Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures.
  • Experience in marketing and servicing the employee benefit programs.
  • Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
  • Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
  • Develop and maintain strong working knowledge of PRISM.
  • Demonstrated analytical and problem-solving skills.
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
  • Strong public speaking skills to present during Enrollment Meetings
  • Willingness to delegate as appropriate
  • Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others.
  • Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome.
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  • Managing workflows proactively without AE interaction and in accordance with QA guidelines and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome.
  • Ability to present proposals to clients in a professional manner.
  • Ability to coach and mentor other Associates.
  • Ability to consult clients on other Lockton services and insurance needs.
  • Ability to analyze quotes for coverage adequacy.
  • Personal presence to interface with insurance carriers' representatives
  • Ability to travel by automobile and aircraft and stay for more than one day and night.
  • Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility.
  • Legal right to work in the United States
  • The desire to take on a leadership role both internally and externally at Lockton.


#LI-Hybrid

  • Senior Account Manager-Employee Benefits

    6 days ago

    St Louis, United States Lockton, Inc. Full time

    Job Summary: Position Objective: Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As a Senior Account Manager, you will be responsible...

  • Account Manager-Employee Benefits

    3 weeks ago

    St Louis, United States Lockton, Inc. Full time

    Job Summary: Lockton is seeking an eager, driven Account Manager, who will bring a fierce commitment to supporting the efforts of building new relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. The Account Manager will be responsible for servicing and marketing the needs of Lockton...

  • Managing Consultant

    2 weeks ago

    St Louis, United States OneDigital Full time

    Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling...

  • Benefits and Employee Engagement Manager

    2 weeks ago

    St Louis, United States Accounting Career Consultants & HR Career Consultants Full time

    Why is This a Great Opportunity?Growing organization with a great HR team.Job Description:We are seeking a dynamic and detail-oriented Benefits/Employee Engagement Manager for a client of ours in St. Louis. The ideal candidate will be responsible for overseeing various administrative tasks related to employee benefits, managing employee engagement...

  • Benefits and Employee Engagement Manager

    2 days ago

    St Louis, United States Accounting Career Consultants & HR Career Consultants Full time

    Why is This a Great Opportunity?Growing organization with a great HR team.Job Description:We are seeking a dynamic and detail-oriented Benefits/Employee Engagement Manager for a client of ours in St. Louis. The ideal candidate will be responsible for overseeing various administrative tasks related to employee benefits, managing employee engagement...

  • Sr. Account Manager, Employee Benefits

    4 weeks ago

    St Petersburg, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Sr. Account Manager, Employee Benefitsin our St. Petersburg, FL office.Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Sr. Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a...

  • Sr. Account Manager, Employee Benefits

    2 days ago

    St Petersburg, United States Higginbotham Insurance Agency Full time

    Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for a Sr. Account Manager, Employee Benefitsin our St. Petersburg, FL office. Stahl & Associates Insurance, a Higginbotham Partner, has an immediate need for an experienced Sr. Account Manager, Employee Benefits to join our dynamic, fun, and growing team. We are looking for a...

  • Employee Life Cycle Manager

    4 days ago

    St Louis, United States CommuniCare Family of Companies Full time

    CommuniCare Health Services is currently recruiting an Employee Life Cycle Manager at Green Park Senior Living Community located in St. Louis, MO. As a critical part of the team at Green Park Senior Living Community, the Employee Life Cycle Manager is responsible for recruiting talent to meet staffing needs, onboarding and orienting new hires, employee...

  • Senior Manager, Accounting

    3 weeks ago

    St Louis, United States Stereotaxis Full time

    Shift Type Job Title Senior Manager, Accounting Education Bachelor's Degree Location Stereotaxis - St. Louis, MO 63101 US (Primary) Career Level Manager Category Finance Date Needed By Job Type Full-time Travel Job Description COMPANY DESCRIPTION: Stereotaxis is the global leader in innovative robotic technologies designed to enhance the treatment of...

  • Senior Accountant

    6 days ago

    St Louis, United States Emerson Electric Co. Full time

    If you are an accounting professional looking for an opportunity to grow, we have an exciting opportunity for you! The function of this position is to prepare and analyze the consolidated Statement of Cash Flows, manage accounting and reporting for 401(k) savings plans and to interface with operating business units and other Corporate departments. Come join...

  • Senior Accountant

    5 days ago

    St. Louis, United States PEG Staffing and Recruiting, Inc. Full time

    Are you ready to take your accounting expertise to the next level with a role that challenges and rewards in equal measure? We're looking for a Senior Accountant to join our global manufacturing client. If you thrive in a fast-paced environment and have experience with full-cycle accounting, we want to hear from you!What You'll DoOversee full-cycle...

  • Senior Accountant

    4 days ago

    St Louis, United States Peg Staffing And Recruiting Inc. Full time

    Are you ready to take your accounting expertise to the next level with a role that challenges and rewards in equal measure? We're looking for a Senior Accountant to join our global manufacturing client. If you thrive in a fast-paced environment and have experience with full-cycle accounting, we want to hear from you! What You'll Do Oversee full-cycle...

  • Senior Accountant

    2 days ago

    St Louis, United States Vivos Holdings Full time

    Summary: The Senior Financial Accountant is one of three accounting roles reporting to the Senior Accounting Manager. The position requires the demonstrated ability to work well in a team environment and will work in a group responsible for financial statement preparation, monthly financial statement close and general ledger reconciliations, treasury...

  • Senior Accountant

    5 days ago

    St Louis, United States Stereotaxis Full time

    Shift Type Job Title Senior Accountant Education Bachelor's Degree Location Stereotaxis - St. Louis, MO 63101 US (Primary) Career Level Experienced (Non-Manager) Category Finance Date Needed By Job Type Full-time Travel Job Description COMPANY DESCRIPTION: Stereotaxis is the global leader in innovative robotic technologies designed to enhance the treatment...

  • Senior Accountant

    1 day ago

    St Louis, United States Latch Full time

    Senior Accountant Latch is looking for an extraordinarily talented Senior Accountant to join our global finance organization to support the accounting function. This role will report to the Director of Accounting and partner closely with various members across the entire organization. Responsibilities: * Collaborate with cross-functional teams to ensure...

  • Senior Accountant

    1 week ago

    St Louis, United States Honkamp Krueger Full time

    Honkamp, P.C . is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp's clients range from privately held organizations to individuals and nonprofits. We specialize in industries including construction and...

  • Senior Accountant

    4 weeks ago

    St Louis, United States Honkamp Krueger Full time

    Job Description Job Description Honkamp, P.C . is a Top 10 Midwest CPA and business advisory group (Accounting Today, 2023) that was formerly known as Honkamp Krueger & Co., P.C. Founded in 1947 and serving client organizations from coast to coast, Honkamp's clients range from privately held organizations to individuals and nonprofits. We specialize in...

  • Senior Accounting Specialist

    4 weeks ago

    St Louis, United States Vivos Holdings Full time

    Summary: The Senior Financial Accountant is one of three accounting roles reporting to the Senior Accounting Manager. The position requires the demonstrated ability to work well in a team environment and will work in a group responsible for financial statement preparation, monthly financial statement close and general ledger reconciliations, treasury...

  • Senior Accounting Specialist

    4 weeks ago

    St. Louis, United States Vivos Holdings Full time

    Summary: The Senior Financial Accountant is one of three accounting roles reporting to the Senior Accounting Manager. The position requires the demonstrated ability to work well in a team environment and will work in a group responsible for financial statement preparation, monthly financial statement close and general ledger reconciliations, treasury...

  • Senior SEO Account Manager

    4 days ago

    St Louis, United States Rankings.io Full time

    Rankings.io is seeking a talented Senior SEO Account Manager to join our team. In this role, you will manage the client relationship and ensure client satisfaction. As the #1 Digital Agency for law firms, we specialize in providing end-to-end SEM services from content creation to technical optimization. We are a dynamic team of experts who own multiple...