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Lockton · 1 day ago

Senior Account Manager - People Solutions (Employee Benefits)

Charlotte, NC

Full-time

Hybrid

Senior Level

7+ years exp

Lockton is a company specializing in employee benefits and client services. The Senior Account Manager will oversee the servicing of a designated book of business while developing relationships and providing strategic planning and consultative advice to clients.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards

Oversees the servicing of a designated book of business as relating to marketing, claims, and administration

Researches an issues’ root cause, implements, and resolves policy-related issues

Recommends potential enhancements or improvements to processes, products, and/or policies

Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance

Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations

Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans

Engages in Client strategy meetings to manage insured expectations for upcoming term

Develops and presents coverage plan and renewal terms to Client

Assesses and interprets exposure information from the Client

Analyzes quotes from carriers to determine appropriate recommendations

Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures

Facilitates Client premium financing

Participates in negotiations with carriers for new and renewal quotes

Collaborates with senior staff in selecting new markets for submission and requesting quotes

Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive

Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors

Researches and understands industry trends and government regulations

Mentors and trains junior-level staff

Performs other responsibilities and duties as needed

Qualification

Client services experienceBrokerage industry knowledgeFinancial modelingMicrosoft Office SuiteContinuing educationUnderstanding regulationsVerbal communication skillsInterpersonal communication skillsTime managementOrganizational skills

Required

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

Typically, more than 7 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

Demonstrates strong working knowledge and experience within brokerage industry

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 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

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)