Lockton · 1 week ago
Senior Account Manager, Employee Benefits
Lockton is a leading provider of insurance and risk management services, and they are seeking a Senior Account Manager to join their People Solutions team. The role involves managing client relationships, ensuring compliance, and leading client service calls while providing strategic insights and support to the account team.
Auto InsuranceInsuranceRisk Management
Responsibilities
Serve as primary project manager of day-to-day issues for clients and lead client service calls
Communicate effectively to clients
Hold other team members accountable to update items if they are leading
Ensure updated log is emailed to the client at least 30 minutes prior to call
Empower junior associates to lead calls in place of the SAM as relationship progresses
Oversee compliance and open enrollment communications
Ensures client is compliant and does not miss any deadlines
Oversees process to ensure communications team and account managers/analysts are meeting internal and client deadlines
Peer reviews deliverables before delivered to clients
Independently Complete 95% of Client Engagement Workbook
Expected to delegate and project manage depending on client dynamic
Complete tasks assigned to both the ‘lead’ and ‘support role’ in the client engagement workbook (expected to be responsible for at least 50% of workbook per client)
Develops strong market understanding and cross apply client experiences
Lead meetings (Annual Planning, Renewal Planning, Renewal)
Consult, develop, and present output based on the specific client and established goals
Effectively communicate renewal and marketing results on all lines of coverage to a client
Qualification
Required
Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
A minimum of three years of commercial benefits insurance experience and/or HR, insurance broking/consulting experience required
Demonstrated presentation skills including preparation and execution
Exceptional verbal, written, and interpersonal skills to instill confidence in Clients and Associates at all levels of responsibility
Strong project management and organizational skills
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Willingness and ability to work outside of normal business hours and travel as needed
Strong working knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Legally able to work in the United States
Benefits
Flexible & hybrid work environment
Competitive total rewards package
Continuing education & training
Company
Lockton
Lockton provides risk management and insurance services.
Funding
Current Stage
Late StageRecent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
Company data provided by crunchbase