Lockton

Senior Account Manager- Employee Benefits

SF, CA, US

Remote
Full-time
$90k–$118k/year
3 days ago
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Summary

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals. Position Responsibilities * Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support. * Use discretion and independent judgment to analyze industry trends and provide related guidance to clients. * Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients. * Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations. * Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments. * Lead the marketing of all product lines, develop presentation of results and present results, with oversight. * Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation. * Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight. * Analyze quotes to determine appropriate recommendations and ensure adequate coverage for clients. * Identify gaps in coverage or cross-sell opportunities and provide related recommendations. * Lead implementation, communications, and open enrollment activities to ensure a successful renewal process. * Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes, as directed, with timely responses. * Establish and maintain relationships with clients, carriers, and other vendors. * Research and understand industry trends, carrier product offerings, and governmental regulations. * Educate clients on compliance and regulatory matters. * Mentor and train junior-level staff, fostering a collaborative and supportive work environment. * Perform other responsibilities and duties as needed to support the team and clients. Position Qualifications * Bachelor's Degree in Business Administration or a related field, or equivalent years of experience. * Typically, three or more years of client services experience is required. * Demonstrates strong working knowledge and experience within the brokerage/commercial insurance industry. * Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). * Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines. * Ability to work in a team environment and manage multiple tasks & projects with competing deadlines. * Understands industry trends and governmental regulations. * Ability to attend industry training sessions and complete continuing education requirements as needed. * Readiness to expand knowledge and effectiveness in the insurance industry through extended education beyond continuing education requirements. * Ability to comply with all company policies and procedures, proactively protecting the confi-dentiality of client and company information. * Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest pro-fessional manner. * Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night. * Legally able to work in the United States. LI-SM3 Additional Information * Maximum Salary : US Dollar (USD) 118,000 * Minimum Salary: US Dollar (USD) 90,000

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