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Job description
Senior Account Manager - Employee Benefits
The West Series of Lockton Companies is looking for a Senior Account Manager to join our growing Employee Benefits team in our San Francisco office.
Be a part of an exceptional company voted “Best Places to Work in Insurance” eleven years running. If you are innovative, passionate about delivering excellent client service, excel as a strategic partner, and thrive in a collaborative environment, Lockton is the place for you!
Note: This is a hybrid role so must be local for consideration.
About this role: The Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Position responsibilities:
Ability to perform all Account Manager responsibilities, duties, and expectations
Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administration
Researches issues’ root cause, implements, and resolves policy related issues
Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
Recommends and implements potential enhancements or improvements to processes, products, and/or policies
Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation materials
Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage
Engages in Client strategy meetings to manage insured expectations for upcoming term
Develops and assists with presenting marketing and renewal terms to Client
Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
Prepare and release RFP to appropriate markets
Overall responsibility for managing updates to Client employee facing communications
Prepare and conduct open enrollment presentations and meetings
Researches and understands industry trends and Carrier product offerings and emerging trends
Knowledge of governmental compliance/regulations to educate Client and respond to client inquiries
Mentors and trains junior-level staff
Performs other responsibilities and duties as needed
Minimum Qualifications:
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically 3+ years of related Client services experience is required
Demonstrates strong working knowledge and experience within brokerage industry
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to delegate tasks effectively
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, and photocopier
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
Seniority level
Associate
Employment type
Full-time
Job function
Administrative, Customer Service, and General Business
Industries
Insurance and Employee Benefit Funds and Insurance
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.