Senior Account Manager - People Solutions

About the Role

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 Account Executive.
• 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 Account Executive.
• 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, including:
  • 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 Account Executive.

Qualifications

• Bachelor’s degree or equivalent education and/or experience.
• Five or more years’ working knowledge of employee benefits or related experience.
• Experience in marketing and servicing employee benefit programs.
• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.
• Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications.
• Develop and maintain strong working knowledge of PRISM.
• Demonstrated analytical and problem-solving skills.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Strong public speaking skills to present during Enrollment Meetings.
• Willingness to delegate as appropriate.
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others.
• Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Managing workflows proactively without AE interaction and in accordance with QA guidelines, and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome.
• Ability to present proposals to clients in a professional manner.
• Ability to coach and mentor other Associates.
• Ability to consult clients on other Lockton services and insurance needs.
• Ability to analyze quotes for coverage adequacy.
• Personal presence to interface with insurance carriers’ representatives.
• Ability to travel by automobile and aircraft, and stay for more than one day and night.
• Strong communication and interpersonal skills with the ability to interact with Associates at all levels of responsibility.
• The desire to take on a leadership role both internally and externally at Lockton.