Key Accounts Analyst
4 weeks ago
The Key Accounts Analyst provides administrative support involving client written and verbal communications, client filing, compliance, and client data management.
EXPECTED CONTRIBUTIONS
- Effectively manage data requests and process, including filing and tracking
- Maintain Client Service Plan for all assigned clients
- Work with the BRG and ResourcePro to update and maintain accurate client data within BenefitPoint
- Review all plan documents from carriers for accuracy for assigned clients
- Create/Update employee facing communications for assigned clients
- Responsible for working with the BRG for the audio creation of Brainshark presentations and assisting core teams in the creation process.
- Assist with onboarding of new clients
- Assist with termination of clients
- Work with the BRG for the generation of compliance documentation; complete first-pass review
- Formatting of client facing presentations for Lockton and/or client Brand Guidelines
- Take, maintain, and finalize meeting notes
- Perform analytic activities, including but not limited to, benchmarking, demographic, and SDoH analyses for assigned clients
- Day-to-day customer service
- Other duties as assigned by Account/Senior Account Manager, Account Executive, and/or Unit Manager
STRENGTHS OF A SUCCESSFUL BENEFIT RESOURCE GROUP ANALYST
- An eagerness and enthusiasm to learn and be a part of Key Accounts within People Solutions
- Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
- An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needs
- An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
- The entrepreneurial spirit, with a desire to learn the industry and grow within the Company
- The initiative to actively participate in personal development and the pursuit of technical excellence
REWARDS OF BEING A KEY ACCOUNTS ANALYST AT LOCKTON
- Ongoing one-on-one coaching sessions including meaningful feedback
- Networking opportunities
- A balance of individual and collaborative work within a team environment
- Contributing to meaningful work valued by our clients
- Opportunities to participate in social activities and community giving events
- Opportunity to establish a fulfilling career within the insurance industry with an emphasis on Employee Benefits
- Advanced knowledge of Microsoft products, Excel and PowerPoint being a priority
- Ability and willingness to complete moderately complex mathematical calculations including Excel formulas and ability to determine reasonability of final product
- Highly effective communication skills (both verbal and written)
- Organizational and time management skills desired to effectively prioritize various projects containing time sensitive deadlines
- Provides high quality service; understands and demonstrates ability/desire to “out-perform, out-deliver and be out-in-front”
- Work comfortably within the team but is flexible to adapt and work independently
- Ability to understand when to proceed alone and when to involve others
- Proactively seeks out new work assignments and assists other associates/team members when capacity allows and strives to learn new approaches, techniques, and methods
- Understands the professional standards and conforms readily to those standards
- Strong project management skills
- Ability to travel occasionally
- Legal right to work in the United States
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