Senior Account Manager

Position Objective

Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.

Essential Duties:

• Effectively manage service/project plan timeline for each client as developed by the AE

• Request and manage receipt of all renewals from carriers

• Prepare and manage "Client Renewal Workbook" and "Plan Summary Platform" for assigned accounts

• Prepare RFPs for bid solicitation

• Manage carrier/vendor responses and questions during bid solicitation

• Clarify questions with carriers and Lockton AE

• Review and summarize proposals in RFP template

• Notify carriers in a timely manner of final decisions once client has made final decisions

• Initiate and manage all administration activity relative to implementing a new carrier

• Contract reviews

• Implementation meetings/calls

• Carrier introductions

• Prepare and manage the employee communications material, including but not limited to:

• Enrollment Guides

• Annual Enrollment Meeting PowerPoint Presentation

• CEO Letters

• Announcements

• New Hire Guides

• Conduct employee meetings as needed

• Prepare initial claim projections when appropriate

• Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client

• Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate

• Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE