Lockton · 6 hours ago
Account Manager-Employee Benefits
St Louis, MO
Full-time
Hybrid
Mid, Senior Level
3+ years expLockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships and exceeding client expectations. As an Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients, including routine service, client meetings, marketing efforts, and compliance support.
Auto InsuranceInsuranceRisk Management
Responsibilities
Responsible for routine service which includes the preparation of: monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report
Meet with clients alone or in conjunction with Account Executive (AE) or Unit Manager according to standardized client meeting schedule and as needed
Coordinate client mid-year/renewals by the following:
Ensure complete execution of mid-year/renewal checklist
Prepare renewal report for AE/Unit Manager review
Preparation of employee communication materials as needed
Schedule and conduct employee meetings when necessary
Conduct all marketing efforts as assigned by unit, which includes:
Ensure complete execution of marketing checklist
Development of Request for Proposal (RFP)
Coordinate vendor responses and follow-up. Analysis and comparison of proposals
Preparation of client report with recommendation for AE/Unit Manager review
Handle new carrier and plan implementation and transition
Ensure complete execution of implementation checklist
Preparation of implementations schedule
Coordinate preparation and delivery of employee communication materials utilizing carrier and client information
Schedule and participate in enrollment meetings
Review of all agreements and/or documents (employee booklets, carrier contracts, etc.)
Review annual commission/fee reconciliation and prepare reporting for AE/Unit Manager
Practice proactive follow-up on all outstanding issues by communicating status of each to the AE/Unit Manager
Prepare monthly service reports by the 10th of the month, including appropriate distribution
Work with internal teams to assist clients with compliance issues
Participate in training/mentoring to junior associates
Attend internal meetings/education programs
Qualification
Required
Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
Typically three to seven years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
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 efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
Benefits
Performance Bonus
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
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