Senior Account Manager
Lockton, Inc.
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
- 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
Vacancy posted 1 day ago
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