Bachelor's degree or equivalent education and/or experience
Five+ years' experience in employee benefits or related fields
Proven marketing and servicing experience of employee benefit programs
Exceptional organizational and time management skills
Strong knowledge of Microsoft Office Suite and PRISM
Demonstrated analytical, problem-solving, and negotiation skills
Strong public speaking and presentation skills
Responsibilities
Manage service/project plans as outlined by the Account Executive
Request and oversee renewal receipts from carriers
Prepare and manage client-specific renewal documentation
Facilitate RFP preparation and bid solicitation processes
Handle inquiries from carriers during bid solicitations
Summarize proposals in the RFP format and communicate final client decisions
Conduct employee meetings and prepare relevant communication materials
Benefits
Opportunities for professional development and mentorship
Access to a collaborative work environment
Support in project ownership and client interaction
Possibility of travel for client engagement
Participation in team-oriented initiatives
Full Job Description
Job Summary:
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
Requirements:
Qualifications:
Bachelor's degree or equivalent education and/or experience
Five+ years' working knowledge of employee benefits or related experience
Experience in marketing and servicing the 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
About Lockton
Lockton Companies is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. The company was founded in 1966 and is headquartered in Kansas City, Missouri. Lockton has more than 7,500 associates in over 100 offices worldwide. The company serves clients in a variety of industries, including construction, healthcare, hospitality, manufacturing, real estate, and technology. Lockton is known for its innovative solutions and exceptional customer service.
