Benefits Analyst, Portland
Portland, United States of America
Client Services
2201CW
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Northeast Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Interested in joining a company where you can immediately see the impact of your work? Are you looking to help a firm that has been on a growth trajectory take it to the next level? Do you thrive in a fast paced (really fast paced) and dynamic environment where culture is second to none? If you answered “YES!”, this may be the next step in your career.
About Lockton:
Lockton is a global professional services firm with more than 9,000 Associates who advise clients on protecting their people, property and reputations. Since Jack Lockton founded our firm in 1966, Lockton has grown from a small agency in Kansas City to become the world's largest privately held, independent insurance broker. Check out the latest insights from Lockton's experts.
What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its Associates to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results. For 13 consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." Lockton was named among the 2021 Best Managed Companies by Deloitte and the Wall Street Journal, a program that recognizes excellence and honors private companies for their strategy, execution, culture, and financials.
The Northeast Series (region) for Lockton includes offices in the metro areas spanning Washington DC, Philadelphia, New York City, Hartford, Boston and our newest office in Portland, ME. The Northeast grew by 45% in our last fiscal year, and all of that growth was organically driven! – not through acquisition.
Position Overview:
The Benefits Analyst is the primary service contact for an assigned book of business and is responsible for developing a strong working relationship with clients, carriers and Lockton team members. It is designed for a recent college graduate or experienced professional with 1 – 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program, which is designed to provide the technical and practical training needed to develop the Benefits Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day Client service and renewal support to Account Executives, Sr. Account Managers, and/or Account Managers. A high performing and successful Analyst will provide great customer service and support to the broader client team.
Core Duties:
- Provides key administrative support involving client written and verbal communications, client filing, and client data management.
- Provides data analysis and financial analysis support to client team.
- Performs benefit benchmarking that helps team to evaluate client benefit programs.
- Prepares renewal and marketing reports, RFPs, presentations and correspondence.
- Engages other specialized Lockton practice areas for projects such as Marketing and Communications and Compliance, as directed.
- Coordinates meeting schedules and prepares meeting minutes.
- Provides key support involving vendor and client correspondence.
- Resolves standard industry issues such as claims resolutions, billing discrepancies, eligibility issues and web technology.
- Reviews and edits agreements and documents such as employee booklets and carrier contracts.
- Develops a basic understanding of our clients’ business.
- Meets regularly with team members to collect desired tasks and deadlines and provides team members with regular and consistent status updates as to current projects and deadlines.
Competencies:
- Time Management and Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.
- Analytical: Examines and interprets a wide variety of information and makes recommendations or decisions to help business achieve optimal results.
- Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients.
- Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton.
- Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
- Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed.
- Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area.
Qualifications
Requirements:
- Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Highly proficient in the Microsoft product suite
- Ability to travel by automobile and aircraft.
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
- 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.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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