Account Manager

Lockton; Boston (MA); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Lockton Northeast is seeking an Account Manager to frontline the client servicing strategy and day-to-day delivery for our Northeast clients. You will work under guidance from leadership to ensure accurate, timely responses to claims, billing, and plan questions, while coordinating open enrollment communications with carriers and teams.

The role emphasizes strong communication, organization, and confidentiality, with in-depth knowledge of MS Office and a commitment to client satisfaction.

Qualifications

• Bachelor's degree in a business-related field or equivalent experience.
• Minimum of two years of benefits insurance experience and/or HR/consulting experience.
• Ability to organize work and manage time to meet deadlines.
• Exceptional verbal, written, and interpersonal skills.
• Ability to comply with policies and protect confidentiality of client and company information.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Must be legally authorized to work in the United States and not require sponsorship.

Responsibilities

• Handles day-to-day servicing needs for Lockton Northeast clients, including claim issues, compliance questions, billing questions, and plan queries.
• Leads core service delivery activities and client communication; maintains up-to-date client log and coordinates with team.
• Manages open enrollment communications, including timelines, materials, and client approvals.
• Supports enrollment events with communications teams and ensures deadlines are met.
• Ensures adherence to policies and delivers high-quality client service with transactional excellence.

Skills

Strong communication

Time management

Organizational skills

Confidentiality

Education

Bachelor's degree in business or equivalent

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Microsoft PowerPoint

Job description

About Lockton Northeast

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

Your Responsibilities

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Position Overview

The Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance with the aforementioned. The Account Manager will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Core Responsibilities

• Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
• Leads all core service delivery activity including but not limited to:
  • Completes tasks assigned to the ‘support role’ in the client engagement workbook
  • Client service calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call)
  • Monthly Claims Tracking (updates and sends monthly claims to client prior to month end; ensures tracking is peer reviewed by finance team prior to release to client)
  • Compliance (sends annual compliance calendar to client; reminds clients of compliance due dates and ensure deadline is not missed Completes draft of 5500; leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment)
  • Project management of open enrollment communications (establishes draft timeline and setting up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with communications team; ensures Account Executive or Account Lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed; delivers final version to client within established timeframe)

Qualifications

• Bachelor's degree in a business-related program (preferred) or equivalent education and/or experience required
• A minimum of two years of benefits insurance experience and/or Human Resources/consulting experience required
• Ability to efficiently organize work and manage time in order to meet deadlines
• Exceptional verbal, written, and interpersonal skills
• Ability to comply with all company policies, procedures, proactively protecting confidentiality of client and company information
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future

A successful candidate will

• Become an invaluable member of the service team to the client, as indicated through annual client feedback
• Solicit feedback regularly from the team and actively make progress toward goals
• Proactively communicate with internal teams
• Attend internal and carrier training to improve skill set market knowledge
• Share new experiences that would be of value to the broader Lockton benefits team
• Show effectiveness in prospect meeting

Benefits

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.

We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization.