Lockton · 7 hours ago
Account Manager
Washington, DC
Full-time
Hybrid
Entry, Mid Level
2+ years expLockton is a leading insurance brokerage firm, and they are seeking an Account Manager to support their Client Engagement strategy. The role involves managing day-to-day servicing needs for clients, ensuring compliance, and delivering exceptional customer service.
Auto InsuranceInsuranceRisk Management
No H1B
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
Acknowledges receipt of client question in a timely manner (within 24 hours)
Engages appropriate resources to set expectations on timing
Communicates expected timing to client and update those expectations when necessary
Holds internal resources and carrier partners accountable to ensure deliverable deadline is met
Leads all core service delivery activity including but not limited to:
Completes tasks assigned to the ‘support role’ in the client engagement workbook
Client service calls (leads and communicates effectively to clients; 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 month end; ensures tracking is peer reviewed by finance team prior to release to client)
Sends annual compliance calendar to client
Reminds clients of compliance due dates and ensure deadline is not missed
Completes draft of 5500 (ensure timely signature), Leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment, and updates client Wrap document
Establishes draft timeline and setting up call with client after renewal decisions are made
Develops benefits guide/open enrollment presentation/brainsharks with 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
Qualification
Required
Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
A 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
Exceptional verbal, written, and interpersonal skills
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Legally able to work in the United States and will not require sponsorship for this position, now or in the future
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
Recent News
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2025-09-23
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