Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.
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.
- An emphasis on community involvement and giving back.
- Frequent athletic and wellness events.
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent.
Account Manager
Lockton Dunning Benefits is seeking an Account Manager responsible for possessing and applying knowledge of industry trends and related regulations while servicing clients’ accounts in an innovative and efficient manner. This position will also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Responsibilities
• Supports the operations of a designated book of business as it relates to marketing, claims 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 team lead
• Gathers and compiles client’s information for possible high claimant discrepancies
• Requests and collects quotes (new and renewal) from carriers as instructed
• Responsible for gathering and processing request for proposals (RFP’s) and any other client reports
• Collects quotes, amendments and reinstatements for requested changes as needed
• Monitors Client data warehouse (BenefitPoint) to ensure data integrity and proactively identifies any inconsistencies
• Assesses and interprets claims experience for monthly client reports
• Maintains materials for Client presentations for OE and strategy meetings by utilizing established templates and partnering with our internal marketing team
• Coordinates with carrier and clients on the distribution of compliance communications as needed
• Audits annual commission levels and annual commission reports for accuracy and provides feedback to Team Lead
• Researches government compliance/regulations to create educational materials
• Ability to perform all Senior Benefit Analyst job responsibilities, duties and expectations
• Performs other responsibilities and duties as needed
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Requirements
• Bachelor’s degree in Business related field and/or equivalent years of experience
• Minimum 2 years of employee benefits experience in insurance industry
• 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 protect confidential Client and company information
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Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
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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