Senior Account Manager- People Solutions

Lockton Inc
  • San Francisco, CA
    13 days ago

    Job Description

    Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals.

    Position Responsibilities

    • Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
    • Use discretion and independent judgment to analyze industry trends and provide related guidance to clients.
    • Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients.
    • Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations.
    • Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments.
    • Lead the marketing of all product lines, develop presentation of results and present results, with oversight.
    • Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
    • Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight.
    • Analyze quotes to determine appropriate recommendations and ensure adequate coverage for clients.
    • Identify gaps in coverage or cross-sell opportunities and provide related recommendations.
    • Lead implementation, communications, and open enrollment activities to ensure a successful re-newal process.
    • Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes, as directed, with timely responses.
    • Establish and maintain relationships with clients, carriers, and other vendors.
    • Research and understand industry trends, carrier product offerings, and governmental regulations.
    • Educate clients on compliance and regulatory matters.
    • Mentor and train junior-level staff, fostering a collaborative and supportive work environment.
    • Perform other responsibilities and duties as needed to support the team and clients.

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    Numbers & Facts

    LocationSan Francisco, CA

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