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Lockton · 1 day ago

Account Manager- Employee Benefits

Los Angeles, CA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This role involves managing and servicing employee benefits policies, ensuring client satisfaction, and supporting successful renewals.

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Responsibilities

Service a designated book of business, including marketing, assisting with claim issues, and administration

Support the implementation or transition of new/existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers

Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes as needed

Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness

Conduct and create benefit benchmarking studies, design plan comparison reports, and client presentation materials

Initiate obtaining policies and conduct contract comparisons to ensure completeness

Initiate and monitor receipt of renewals & quotes from carriers once submitted and negotiated by more senior staff

Generate materials for client presentations and meetings

Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients, as directed, with timely responses to back to the clients

Initiate communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation

Build and develop relationships with clients, carriers, and other vendors

Research industry trends, carrier product offerings, and governmental regulations

Learn and collaborate with senior staff, fostering a collaborative and supportive work environment

Perform other responsibilities and duties as requested to support the team and clients

Qualification

Client services experienceEmployee benefits knowledgeMicrosoft Office SuiteOrganizational skillsInterpersonal skillsTeamworkAttention to detailCommunication skills

Required

Bachelor's Degree in Business Administration or related field, or equivalent years of experience

Typically, two years of related client services experience is required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines

Ability to work in a team environment and manage multiple tasks & projects with competing deadlines

Ability to attend industry training sessions and complete continuing education requirements as needed

Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner

Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night

Legally able to work in the United States