Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update


A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
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Client Services
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The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.

Responsibilities:

  • Provide broad administrative support to the Account Manager and Account Executive in the following activities:
  • Client enrollment meetings
  • Mid-Year/Client Renewals
  • Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
  • Develop mutually beneficial relationships with insurance carriers and administrators
  • Prepare Service Schedules & Maintain Open Item Lists
  • Report Preparation (experience reports, management reports, various marketing reports)
  • Provide AE and/or UM with necessary components needed to complete renewal projections
  • Attend staff meetings, department, and carrier meetings as well as educational workshops
  • New Client Set-Up; Existing Client File Maintenance
  • Create and distribute Client & Carrier correspondence
  • Update Client and Carrier information in applicable database
  • Deliver outstanding customer service
  • Complete special projects

 

Qualifications:

  • Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
  • Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
  • High aptitude for mathematical calculations including multiplication, division, and percentages
  • Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
  • Demonstrated analytical and problem-solving skills, including research and investigation
  • Demonstrated understanding of when to proceed alone and when to involve other Associates
  • Demonstrated ability to understand and execute oral and written instruction
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
  • Ability to communicate professionally with external clients
  • Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance

 

*Please include cover letter with all applications.

 #LI-Hybrid

 

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

No Agencies Please


Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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