Account Manager - GA Firefighter insurance program

Lockton

Atlanta (GA)

On-site

USD 65,000 - 90,000

Full time

14 days+
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Job summary

Lockton is seeking an Account Manager in Atlanta to serve as the primary client contact for an assigned book of business and to build a strong working relationship with clients and carriers. The role involves coordinating carrier launches, communications campaigns, and enrollment activities.

The position requires 3+ years in employee benefits, a bachelor’s degree in business or a related field, and demonstrated negotiation, presentation, and project management skills.

Qualifications

  • Bachelor's degree in business or a related field; equivalent experience in insurance may be considered.
  • 3+ years of insurance industry experience, specifically employee benefits.
  • Strong negotiation and persuasion skills to achieve objectives.
  • Advanced knowledge of Microsoft Office applications (Word, Excel, Outlook, PowerPoint, Access).
  • Excellent presentation, communication, and client-facing skills.
  • Strong project management and organizational abilities.
  • Customer service excellence and ability to build relationships with multiple clients.
  • Ability to work effectively with vendors and understand financial arrangements.

Responsibilities

  • Serve as primary service contact for an assigned book of business and develop strong relationships with clients and carriers.
  • Manage client launches including carrier involvement, communications campaigns, and enrollment system coordination.
  • Develop and execute service schedules, coordinate responses, and conduct client surveys as needed.
  • Meet with clients individually or with senior staff per standardized meeting schedules.
  • Lead marketing efforts and manage client communications.
  • Review client documents such as employee booklets and carrier contracts.

Skills

Negotiation
Presentation
Customer Service
Project Management
MS Office
Vendor Relations

Education

Bachelor's degree in business or related field

Tools

MS Office

Job description

Your Responsibilities

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Your Responsibilities

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Responsibilities
  • Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
  • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
  • Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
  • Conducts all marketing efforts as assigned by unit.
  • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
  • Responsible for explaining new benefit offerings and communication strategies to existing clients.
  • Develops prospective client proposals.
Qualifications
Requirements
  • Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
  • At least 3 years’ experience in the insurance industry, specifically in the employee benefits area is required.
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
  • Demonstrated presentation skills including preparation and execution.
  • Strong project management and organizational skills.
  • Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
  • Ability to interact with vendors effectively.Good working knowledge of financial arrangements and products available to clients.
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