Account Manager - Employee Benefits

Lockton Companies; Kansas City (MO); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team in Kansas City. This role offers the opportunity to engage with clients, providing exceptional service and support while fostering community involvement. You will be part of a caring culture that emphasizes personal and professional growth, with opportunities for advancement and development. The ideal candidate will possess strong communication skills and a passion for helping others. If you thrive in a dynamic environment and are eager to make a difference, this position is perfect for you.

Benefits

Paid training and professional development

12-week paid parental leave

Community involvement opportunities

Athletic and wellness events

Generous rewards for tenure

Qualifications

• Bachelor's degree or equivalent experience required.
• 3+ years of client services experience is essential.

Responsibilities

• Respond to client inquiries and maintain documentation.
• Analyze quotes from carriers to provide recommendations.
• Support benefits administration for client's HR team.

Skills

Client services experience

Microsoft Office Suite

Verbal communication

Interpersonal communication

Time management

Organizational skills

Education

Bachelor’s Degree in Business Administration

Equivalent years of experience

Job description

Kansas City, Missouri, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client
• Requests and collects quotes (new and renewal) from carriers as instructed
• Facilitates quotes, amendments, and reinstatements for requested changes as needed
• Monitors Client data warehouse (BenefitPoint) to ensure data integrity
• Assesses and interprets claims experience for the Client
• Analyzes quotes from carriers to determine appropriate recommendations for Client
• Obtains policy, then conducts a contract comparison to ensure completeness
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Collaborates with senior staff in selecting new markets for submissions and procure proposals
• Coordinates the mailing of compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Monitors annual commission levels and annual commission reports for accuracy
• Researches industry trends
• Researches government compliance/regulations to educate Client
• Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

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Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically 3 years of Client services experience is required
• 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 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, photocopier, and facsimile machine
• 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

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 12,500+ Associates doing business in over 140 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.