Employee Benefits Account Manager

Lockton • Hartford, CT

3d • Hybrid

About The Position

The Employee Benefits Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures, and ensure overall compliance with the aforementioned. The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Requirements

• Bachelor's degree in a business-related program preferred or equivalent education and/or experience required
• A minimum of two years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience required
• Ability to efficiently organize work and manage time 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)
• Must be legally authorized to work in the United States and not require sponsorship now or in the future

Responsibilities

• Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
• Completes tasks assigned to the "support role" in the client engagement workbook
• Client Service Calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call
• Monthly Claims Tracking (updates and sends monthly claims to client prior to the month end; ensures tracking is peer reviewed by Finance team prior to release
• Compliance (sends annual compliance calendar to client; reminds client of compliance due dates and ensures deadlines not missed; completes draft of 5500; leads PCORI calculations; reviews and delivers SDPs and SBCs; sends annual compliance notices during open enrollment; updates client Wrap document)
• Project Management (establishes draft timeline and sets up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with the communications team; ensures Account Executive or Account lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed; delivers final version to client within established timeframe)

Benefits

• Lockton is committed to advancing diversity and inclusion.
• We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs.
• We are committed to giving back to our communities and we are invested in your success.
• We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level