Account Manager - Self Funded Employee Benefits

Responsibilities

• Service a designated book of business relating to marketing, claims, and administration for self-funded employee benefits
• 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 clients and 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 and create detailed audit analyses for clients
• Update policy specifications, applications, and summary information to reflect annual changes
• Inform clients of any changes affecting insurance premiums or coverage
• Generate materials for client presentations and meetings
• Manage client invoicing and collaborate with the accounting department on 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 travel by automobile and aircraft as needed
• Ability to work outside of normal business hours when required

Benefits

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• Generous rewards and recognition programs
• Emphasis on community involvement and wellness events
• Comprehensive health insurance and 401(k) matching

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.