Benefits Analyst

About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth. We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote. Position Overview: The Benefits Analyst is Lockton Northeast’s entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives. Core Responsibilities: Responds to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal Sends compliance communications as needed Manages open enrollment communications process including presentation support Reviews plan documents and materials for accuracy Responds to emails in timely manner (within 24 hours) Updates client call logs Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook Completes the Career Foundations Program (CFP) within 2 years Attends all training sessions; drive engagement and build a relationship with mentor Gains entry level knowledge of employee benefits and group insurance Develops a basic understanding of Lockton and the services we provide Performs other responsibilities and duties as needed A successful candidate will: Solicit feedback regularly from team and actively make progress towards goals Take meeting notes and send out within 24 hours Exhibit an eagerness and enthusiasm to learn and be a part of a team Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients’ needs Manage time effectively, prioritize and ensure that deadlines are met without compromising quality Exhibit intellectual curiosity Take initiative to solve problem independently before seeking help Actively participate in the Career Foundations Program Pursue technical excellence through professional designations, industry workshops, etc. Seek out new work assignments and assist other team members when capacity allows About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth. We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote. Position Overview: The Benefits Analyst is Lockton Northeast’s entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives. Core Responsibilities: Responds to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal Sends compliance communications as needed Manages open enrollment communications process including presentation support Reviews plan documents and materials for accuracy Responds to emails in timely manner (within 24 hours) Updates client call logs Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook Completes the Career Foundations Program (CFP) within 2 years Attends all training sessions; drive engagement and build a relationship with mentor Gains entry level knowledge of employee benefits and group insurance Develops a basic understanding of Lockton and the services we provide Performs other responsibilities and duties as needed A successful candidate will: Solicit feedback regularly from team and actively make progress towards goals Take meeting notes and send out within 24 hours Exhibit an eagerness and enthusiasm to learn and be a part of a team Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients’ needs Manage time effectively, prioritize and ensure that deadlines are met without compromising quality Exhibit intellectual curiosity Take initiative to solve problem independently before seeking help Actively participate in the Career Foundations Program Pursue technical excellence through professional designations, industry workshops, etc. Seek out new work assignments and assist other team members when capacity allows Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy 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 Willingness and ability to work outside of normal business hours and travel as needed Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Exhibits strong written and oral communication Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy 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 Willingness and ability to work outside of normal business hours and travel as needed Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Exhibits strong written and oral communication Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future

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