SUMMARY
Provide the highest level of customer satisfaction while supporting diverse book of business. Assist in all unit activities for the development of long term, customized population health management strategies for employer clients through analysis of a client’s demographics, health culture, health claims, prevalent disease states and other factors impacting the client’s health care costs.
 
DUTIES

• Assists with reviewing medical and pharmacy claims data to identify opportunities to improve the health risk of the population and helps develop presentations to share findings with clients.
• Assists PHS consultants and account executives with development of strategy around health risk management for clients. 
• Works collaboratively with Lockton account teams, Producers and specialty practices, to ensure that opportunities identified alight with the client's business and HR objectives. 
• Possesses a broad understanding of the brokerage/consulting business and the need to be “client-driven”.
• When necessary, prepares and delivers RFP’s, presentations, correspondence, etc., with no supervision. Effectively communicates with clients, knowing when to provide only key data points and when to add additional detail. Ability to adapt presentation style to meet the needs of the audience(s).
• Identifies when assistance is needed from senior associates and prepares them appropriately to address client needs.
• Provides ongoing assistance to clients and account teams during vendor selection or implementation project management/oversight projects.
• Maintain a broad knowledge base of vendors capabilities and programs within the health risk management space.
• Knowledgeable and up to date on compliance regulations that impact health risk management programs, including the appropriate and legal approaches to employee incentive programs.
• Seeks ways to improve work processes; uses good judgement to balance creativity with need to get work done.
• Coaching, training, and development of AAM, AA and other associates, as needed. 

Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws.  The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Compensation

• Base salary: $70,000 USD.  
• Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.

Lockton Benefits Offerings

At Lockton, our caring culture means we’re invested in your health and wellbeing. That’s why we’ve developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.

• Health Plans – Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
• Wellness incentive program for health premium savings
• Dental Plans – MetLife PPO & Copay option
• Vision Plan – VSP Choice Plan
• Health Savings Account
• Flexible Spending Accounts – Dependent Care, Ltd. Purpose, Healthcare, Transportation
• Life Insurance – Group term life, AD&D plus voluntary life options
• Paid parental leave
• Disability benefits – salary continuation & long-term disability for qualifying events
• Legal services
• Critical illness care
• Hospital indemnity
• Pet insurance
• Gym membership discount programs
• Retirement 401(K) Plan – 100% match up to 6% with immediate vesting
• Student loan 401(K) match option
• Associate assistance mental health program
• Merchant discounts
• Paid time off including vacation, holidays, personal days, volunteer days, and sick time
• Associate referral bonus & new business finder’s fee
• Company sponsored charitable and community events
  • Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits

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Requirements

• Bachelor's degree required. Industry knowledge preferred.
• Minimum of 2-3 years of demonstrated experience in benefits and/or PHS.
• Demonstrated ability to communicated goals and objectives, status and deliverables with team members, and management, including senior executives as needed.
• Professional experience and knowledge of HR and/or Benefits procedures, business protocol and practices, web-based software applications, and systems integration.
• Strong verbal and written communication skills, including ability to clearly document processes.
• Understands when circumstances require persuasion, conciliation, assertiveness, or other approach, and reacts appropriately.
• Ability to express complex technical concepts effectively, both verbally and written.
• Ability to resolve critical project issues and find amiable solutions for all parties, protecting client's interests and timelines. Strong time management, initiative, and interpersonal skills necessary.
• Advanced user of Microsoft Excel. Strong experience in PowerPoint, word, and Microsoft Teams.
• Ability and willingness to travel for client meetings as needed (projected travel <20%).