Account Manager - People Solutions Employee Benefits

Responsibilities

• Manage the servicing and marketing needs of Employee Benefits clients, including claims and administration
• Respond to client inquiries and maintain detailed documentation of communications and issue resolutions
• Support the implementation of new lines of coverage by setting up accounts and reviewing plan details with carriers
• Gather and compile exposure information, including loss-run schedules and client stratifications
• Request, collect, and audit quotes, binders, and endorsements from carriers
• Process audits, create audit analyses, and perform policy checks to ensure completeness
• Update client specifications, applications, and summary information throughout the year
• Bind coverage under the direction of the Unit Manager or Account Executive
• Generate materials for client presentations and meetings
• Manage client invoicing and coordinate with the accounting department regarding billing discrepancies

Requirements

• Bachelor's Degree in Business Administration or a related field (or equivalent experience)
• 3-7 years of client services experience
• Proficiency in Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills
• Ability to organize work efficiently to meet strict deadlines
• Ability to work on a computer for prolonged periods and travel as needed

Preferred Qualifications

• Background in self-funding arrangements or captives

Benefits

• Opportunities for growth and professional development through paid training
• 12-week paid parental leave
• Generous rewards and recognition programs
• Emphasis on community involvement and wellness events

About the Company

Lockton is the world's largest privately held, independent insurance broker. With over 13,100 Associates operating in more than 155 countries, we advise clients on protecting their people, property, and reputations. We pride ourselves on a caring culture that empowers our people to achieve their ultimate potential.