Senior Account Manager, People Solutions

Washington DC, District of Columbia, United States of America

Client Services

2401GV

Apply now

Washington DC, District of Columbia, United States of America

Client Services

2401GV

Apply now

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

Salary

$110,000-$130,000

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

About Lockton Northeast 

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.  With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.   

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.   

Position Overview

The Senior Account Manager is an integral member of the People Solutions team, partnering closely with the Unit Manager, Client Executives, and Account Executives. Overall responsibilities include meeting day-to-day client needs, providing significant lift to the account team, fully developing client presentations, and having the ability to market and present all lines of coverage from start to finish. The associate must be familiar with Lockton Northeast policies & procedures and ensure overall compliance.

The Senior Account Manager will be a participant in the Lockton Northeast Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Senior Account Manager will provide excellent customer service, organization, be proactive, and have the ability to drive strategy and negotiate renewals.

Core Responsibilities

Serve as primary project manager of day-to-day issues for clients and lead client service calls

Communicate effectively to clients
Hold other team members accountable to update items if they are leading
Ensure updated log is emailed to the client at least 30 minutes prior to call
Empower junior associates to lead calls in place of the SAM as relationship progresses

Oversee compliance and open enrollment communications

Ensures client is compliant and does not miss any deadlines.
Oversees process to ensure communications team and account managers/analysts are meeting internal and client deadlines
Peer reviews deliverables before delivered to clients

Independently Complete 95% of Client Engagement Workbook

Expected to delegate and project manage depending on client dynamic
Complete tasks assigned to both the ‘lead’ and ‘support role’ in the client engagement workbook (expected to be responsible for at least 50% of workbook per client)
Develops strong market understanding and cross apply client experiences

Client Meeting Role

Lead meetings (Annual Planning, Renewal Planning, Renewal)
Consult, develop, and present output based on the specific client and established goals
Effectively communicate renewal and marketing results on all lines of coverage to a client

Qualifications

Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required
A minimum of three years of commercial benefits insurance experience and/or HR, insurance broking/consulting experience required
Demonstrated presentation skills including preparation and execution
Exceptional verbal, written, and interpersonal skills to instill confidence in Clients and Associates at all levels of responsibility
Strong project management and organizational skills
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
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 working knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Legally able to work in the United States

The successful candidate will:

Become an invaluable member of the service team to the client as indicated through annual client feedback
Solicit feedback regularly from team and actively make progress towards goals
Proactively communicate with internal teams
Delegate and develop junior associates assigned to the same client
Contribute to benefits department internal meetings as well as department carrier meetings
Share new experiences with other team members that would be of value to the broader team
Show effectiveness in prospect meetings
Develop producer trust

*Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.

*We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.

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.

Learn more about your Lockton experience

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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