Lockton · 13 hours ago
Senior Account Manager - People Solutions
Birmingham, MI
Full-time
Onsite
Senior Level
5+ years expLockton is seeking an experienced, dynamic client services professional in the Employee Benefits space. As a Senior Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients, ensuring exceptional relationship management and compliance with company procedures.
Auto InsuranceInsuranceRisk Management
Responsibilities
Effectively manage service/project plan timeline for each client as developed by the AE
Support AE in the scheduling and preparation of each Gate Meeting
Request and manage receipt of all renewals from carriers
Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts
Prepare RFPs for bid solicitation
Manage carrier/vendor responses and questions during bid solicitation
Clarify questions with carriers and Lockton AE
Review and summarize proposals in RFP template
Notify carriers in a timely manner of final decisions once client has made final decisions
Initiate and manage all administration activity relative to implementing a new carrier
Ensure all necessary contracts/documents are executed in a timely fashion
Review SPD, Certificates, Policies and Contracts for accuracy
Prepare annual compliance calendar for clients
Provide updates and responses to employer compliance issues/questions as needed
Ensure internal compliance issues are addressed, including but not limited to:
Prepare routine claim summary/aggregate reports
Prepare and manage the employee communications material, including but not limited to:
Conduct employee meetings as needed
Prepare initial claim projections when appropriate using the PRISM tool
Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client
Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate
Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE
Qualification
Required
Five+ years of employee benefits experience at a consulting and / or brokerage firm
Strong project management experience
Experience presenting in front of a clients
Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures
Experience in marketing and servicing the employee benefit programs
Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
Develop and maintain strong working knowledge of PRISM
Demonstrated analytical and problem-solving skills
Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
Strong public speaking skills to present during Enrollment Meetings
Willingness to delegate as appropriate
Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others
Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome
Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
Managing workflows proactively without AE interaction and in accordance with QA guidelines and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome
Ability to present proposals to clients in a professional manner
Ability to coach and mentor other Associates
Ability to consult clients on other Lockton services and insurance needs
Ability to analyze quotes for coverage adequacy
Personal presence to interface with insurance carriers' representatives
Ability to travel by automobile and aircraft and stay for more than one day and night
Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility
Legal right to work in the United States
The desire to take on a leadership role both internally and externally at Lockton
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
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)
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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2025-04-19
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