Lockton

Senior Account Manager - People Solutions (Employee Benefits)

Lockton • $90K — $110K *
Atlanta, GA 30349In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's Degree in Business Administration or related field, or equivalent experience
  • Over 7 years of client services experience
  • Strong proficiency in Microsoft Office Suite
  • Excellent verbal and interpersonal communication skills
  • In-depth knowledge of the brokerage industry
  • Familiarity with industry trends and government regulations
  • Ability to mentor junior staff and contribute to their development

Responsibilities

  • Lead proactive client engagement and relationship management
  • Analyze and consult on investment options and vendor services
  • Coordinate RFP production and vendor response analysis
  • Review claims and utilization data with clients
  • Negotiate program terms and costs
  • Facilitate issue resolution between clients and vendors
  • Generate new business opportunities through strategic cross-selling

Benefits

  • Opportunities for professional development and training
  • Access to industry conferences and training sessions
  • Collaborative team environment
  • Mentorship opportunities with senior staff
  • Flexibility in work schedule and remote working options
Full Job Description
Job Summary:

The Senior Account Manager is the service experience leader of the client team, supporting/implementing the client's benefits strategy. With an intermediate/advanced understanding of EB markets and client service, the Senior AM and is able to proactively engage the client without AE support. The Account Manager supports the client and Account Executive in program administration, marketing and placement and carrier management, as well as assisting the AE with monitoring the success of programs and identifying areas of concerns prior to the renewal. He or she works closely with the AE to monitor plan performance and escalate any client needs when necessary. A trusted advisor who is responsive and receptive, the Senior Account Manager provides innovative solutions and industry best deliverables through and from the development of technical knowledge.

  • Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
  • Proactively understands the requirements and needs of a Client account
  • Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
  • Consults with Clients to review investment options, bender services, fees, strategies and goals
  • Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
  • Reviews and issues profitability assists on all "fee-at-risk" proposals
  • Assists in the establishment and attainment of revenue goals for existing and new business
  • Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
  • Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
  • Oversees issue-resolution between Client and the Vendor
  • Coordinates market selection for new and renewal business on designated accounts
  • Initiates and duplicates new business report activities
  • Generates new business opportunities through cross-selling
  • Negotiates program terms and costs
  • May help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services such as claims and loss control
  • Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
  • Mentors and trains junior-level staff
  • Researches and understands industry trends, product development government regulations
  • Performs other responsibilities and duties as needed


Requirements:

Qualifications:

  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Typically more than 7 years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
  • Ability to efficiently organize work and manage time in order to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States


AI Proficiency Required: Intermediate: candidates should be able to:

  • Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
  • Validate AI-generated outputs for accuracy and appropriateness.
  • Apply sound judgment regarding data privacy, security, and regulatory requirements.
  • Identify opportunities to improve team effectiveness through responsible use of AI.

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.
Learn more about Lockton
Size
7,500 employees
Industry
Finance & Insurance
Founded
1966
* Ladders Estimates

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