Account Manager - Employee Benefits

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

Job summary

An established industry player is seeking an Account Manager for Employee Benefits to manage client relationships and ensure smooth operations. This mid-senior level role involves overseeing a designated book of business, responding to client inquiries, and facilitating coverage transitions. The ideal candidate will possess a Bachelor's degree, strong communication skills, and a solid understanding of industry trends. This is a fantastic opportunity to contribute to a dynamic team and make a significant impact in the insurance sector while enjoying a full-time position with growth potential.

Qualifications

• 3+ years of experience in client services.
• Proficiency in Microsoft Office Suite and strong communication skills.

Responsibilities

• Manage a designated book of business for marketing and claims.
• Prepare materials for client presentations and meetings.

Skills

Client Services

Communication Skills

Microsoft Office Suite

Industry Trends Knowledge

Education

Bachelor’s Degree

Tools

BenefitPoint

Job description

Join to apply for the Account Manager - Employee Benefits role at Lockton.

Responsibilities include:

1. Managing designated book of business related to marketing, claims, and administration.
2. Responding to client inquiries and maintaining documentation of communications, issues, and resolutions.
3. Supporting the implementation or transition of coverage lines by setting up accounts, gathering documentation, and reviewing plan details with clients and carriers.
4. Gathering exposure information from clients and requesting quotes from carriers.
5. Facilitating quotes, amendments, and reinstatements.
6. Monitoring data integrity in the client data warehouse (BenefitPoint).
7. Assessing claims experience and analyzing quotes to recommend suitable options.
8. Ensuring policy completeness through contract comparison and monitoring quote receipt.
9. Inputting accurate client information into data systems.
10. Preparing materials for client presentations and meetings.
11. Collaborating on market submissions and proposals.
12. Coordinating compliance communications and providing benefits administration support.
13. Monitoring commissions and researching industry trends and regulations.
14. Mentoring the Account Administrator and performing other duties as needed.

Qualifications include:

• Bachelor’s Degree or equivalent experience.
• Typically 3 years of client services experience.
• Proficiency in Microsoft Office Suite.
• Strong communication skills and knowledge of industry trends and regulations.
• Ability to attend meetings, complete continuing education, and travel as needed.
• Legal eligibility to work in the U.S.

Additional details:

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Sales and Business Development
• Industry: Insurance