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

• 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.

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