Account Manager- People Solutions

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. Position responsibilities • Services designated book of business as relating to marketing, assisting with claim issues, and administration • Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions • Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier • Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed • Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials • Obtains policy, then conducts a contract comparison to ensure completeness • Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle • Reviews the employee notice packets and other compliance communications as needed • Provides benefits administration support to Client’s Human Resources team • Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion. • Overall responsibility for managing updates to Client employee facing communications • Prepare and conduct open enrollment presentations and meetings • Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator • Performs other responsibilities and duties as needed The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. Position responsibilities • Services designated book of business as relating to marketing, assisting with claim issues, and administration • Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions • Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier • Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed • Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials • Obtains policy, then conducts a contract comparison to ensure completeness • Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle • Reviews the employee notice packets and other compliance communications as needed • Provides benefits administration support to Client’s Human Resources team • Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion. • Overall responsibility for managing updates to Client employee facing communications • Prepare and conduct open enrollment presentations and meetings • Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator • Performs other responsibilities and duties as needed Position qualifications  Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent  Typically 2+ years of related Client services experience is required  Company or agency experience in employee benefits required  Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)  Strong verbal and interpersonal communication skills required  Understands industry trends and governmental regulations  Ability to delegate tasks effectively  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 in order to meet deadlines  Ability to travel by automobile and aircraft  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 This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills. Position qualifications  Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent  Typically 2+ years of related Client services experience is required  Company or agency experience in employee benefits required  Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)  Strong verbal and interpersonal communication skills required  Understands industry trends and governmental regulations  Ability to delegate tasks effectively  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 in order to meet deadlines  Ability to travel by automobile and aircraft  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 This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.

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