Employee Benefits Account Manager

Hartford, Connecticut, United States of America

Client Services

24022Y

Apply now

Hartford, Connecticut, United States of America

Client Services

24022Y

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.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.

A few of the reasons Associates love working at Lockton include:

Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Business unit

Northeast Series

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

The Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures, and ensure overall compliance with the aforementioned. The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Core Responsibilities:

Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
Completes tasks assigned to the "support role" in the client engagement workbook
Client Service Calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call
Monthly Claims Tracking (updates and sends monthly claims to client prior to the month end; ensures tracking is peer reviewed by Finance team prior to release
Compliance (sends annual compliance calendar to client; reminds client of compliance due dates and ensures deadlines not missed; completes draft of 5500; leads PCORI calculations; reviews and delivers SDPs and SBCs; sends annual compliance notices during open enrollment; updates client Wrap document)
Project Management (establishes draft timeline and sets up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with the communications team; ensures Account Executive or Account lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed; delivers final version to client within established timeframe)

Qualifications

Bachelor’s Degree in a business-related program (preferred) or equivalent education and/or experience required
Minimum of two years of benefits insurance experience and/or human resources/consulting experience required
Ability to efficiently organize work and manage time in order to meet deadlines
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Exceptional verbal and interpersonal communication skills
Understands industry trends and governmental regulations
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to work outside of normal business hours as needed
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

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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