Senior Benefit Analyst
Your Responsibilities
- Provide broad administrative support to the Account Manager and Account Executive in the following activities:
- Client enrollment meetings
- Mid-Year/Client Renewals
- Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
- Develop mutually beneficial relationships with insurance carriers and administrators
- Prepare Service Schedules & Maintain Open Item Lists
- Report Preparation (experience reports, management reports, various marketing reports)
- Provide AE and/or UM with necessary components needed to complete renewal projections
- Attend staff meetings, department, and carrier meetings as well as educational workshops
- New Client Set-Up; Existing Client File Maintenance
- Create and distribute Client & Carrier correspondence
- Update Client and Carrier information in applicable database
- Deliver outstanding customer service
- Complete special projects
Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Qualifications
- Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
- Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
- High aptitude for mathematical calculations including multiplication, division, and percentages
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Demonstrated analytical and problem-solving skills, including research and investigation
- Demonstrated understanding of when to proceed alone and when to involve other Associates
- Demonstrated ability to understand and execute oral and written instruction
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Ability to communicate professionally with external clients
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
No Agencies Please
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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