The Blue Bell PA office for Lockton's Northeast Series is hiring Benefits Analysts for our fast-growing team, starting in June 2025!

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.

Overview:

The Benefits Analyst is Lockton Northeast's entry level position and 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 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 Managers, Senior Account Managers, and/or Account Executives.

Core Responsibilities:

• Respond to Client's inquiries, maintaining documentation of communications, existing issues, and issue resolution
• Provide Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy, including support as part of the client service team, from strategy planning through renewal
• Send compliance communications as needed
• Manage open enrollment communications process, including presentation support
• Review plan documents and materials for accuracy
• Respond to emails in a timely manner (within 24 hours)
• Update client logs
• Set expectations with internal team on deliverable format, timing, etc; completes tasks within deadlines adn communicates to team if they anticipate any challenges meeting deliverables
• Develop proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools
• Complete the Career Foundations Program (CFP) within 2 years
• Attend all training sessions, drive engagement, and build a relationship with mentor
• Gain entry level knowledge of Lockton and the services we provide
• Performs other responsibilities as needed

• Bachelor's degree in a business-related program or other related field, or equivalent work experience is preferred (including human resources administration, risk management, or health policy)
• Ability to effectively and efficiently organize work and manage time in order to meet deadlines
• Exceptional verbal, written, and interpersonal communication skills
• 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 knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
• Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position, now or in the future

The most successful candidates will:

• Solicit feedback regularly from the team and actively make progress toward goals
• Take meeting notes and send out within 24 hours
• Exhibit an eagerness and enthusiasm to learn and be part of a team
• Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• Excel at multi-tasking, adapt to change, and work on tight deadlines to meet client needs
• Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
• Exhibit intellectual curiosity
• Take initiative to solve problems independently before seeking help
• Pursue technical expertise through professional designations, industry workshops, etc.
• Seeks out new work assignments and assists other team members when capacity allows

*Lockton is committed to advancing diversity, equity 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.