Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As a Senior Account Manager, you will be 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.
Responsibilities:
• Effectively manage service/project plan timeline for each client as developed by the AE. • Support AE in the scheduling and preparation of each Gate Meeting. • 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 AER. • 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.
Other Responsibilities:
• Ensure all necessary contracts/documents are executed in a timely fashion. • Review SPD, Certificates, Policies and Contracts for accuracy. • Prepare annual compliance calendar for clients. • Provide updates and responses to employer compliance issues/questions as needed. • Ensure internal compliance issues are addressed, including but not limited to: • Service Agreements • Broker of Record Letters • Business Associate Agreements • Compensation Disclosures • Prepare routine claim summary/aggregate reports. • 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 using the PRISM tool. • 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.