Account Manager – People Solutions

Lockton; Chicago (IL); On-site; USD 63,000 - 97,000; Full time

Benefits offered by this job

Referral bonus

Job summary

Lockton is seeking an eager, driven Account Manager to support the Employee Benefits Practice by servicing client needs, marketing services, and building new relationships. The role focuses on delivering exceptional client service, coordinating renewals, and driving the growth of our health & welfare offerings.

The successful candidate will collaborate with account executives, carriers, and internal teams to manage projects, prepare proposals, and ensure compliance across client programs, while

Qualifications

• Bachelor’s Degree in Business Administration or related field or equivalent experience.
• Minimum 3 years’ health & welfare/employee benefits insurance carrier or brokerage/consulting experience.
• Experience marketing and servicing employee benefit programs.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.

Responsibilities

• Service designated health & welfare book of business, including marketing, vendor management, project management, claims and administration.
• Manage service/project plan timelines for each client as directed by the account executive.
• Support account executive in scheduling and preparing client meetings.
• Request and manage receipts of renewals from carriers.
• Draft Line of Coverage and Revenue Summary for account executives.
• Manage carrier/vendor responses during bid solicitations.

Skills

Communication skills

Client relationship building

Project coordination

Team collaboration

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

PowerPoint

Job description

Account Manager – People Solutions – (2601TN)

Referral Bonus

: 2,000.000000

Minimum Salary

: 63,000.000000

Maximum Salary

: 97,000.000000

Description

Description

Lockton is seeking an eager, driven Account Manager, who will bring a fierce commitment to supporting the efforts of building new relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. The Account Manager will be responsible for servicing and marketing the needs of Lockton clients. Collaboration and a willingness to support your colleagues is imperative, as is a true love for building and nurturing relationships, both internal and external.

Responsibilities:

• Services designated book of health & welfare business as relating to client service, marketing, vendor management, project management, claims and administration.
• Effectively manage service/project plan timeline for each client as developed by the account executive.
• Support account executive in the scheduling and preparation of client meetings
• Request and manage receipt of all renewals from carriers.
• Draft “Line of Coverage and Revenue Summary” for account executives.
• Manage carrier/vendor responses to questions during bid solicitation.
• Ensure all necessary contracts/documents are executed in a timely fashion.
• Review SPD, certificates, policies and contracts for accuracy.
• Initiate and manage all administration activity related to implementing a new carrier (i.e. contract reviews, implementation meetings/calls, carrier introductions, etc.).
• Preparation of RFPs, annual compliance calendar for clients, routine claim summary/aggregate reports, initial claim projections (when appropriate) and employee communication material (enrollment guides, annual enrollment meeting presentations, CEO letters, etc.).
• Ensure internal compliance issues are addressed, including (but not limited to): compensation disclosure; service agreements; broker of record letters; business associate agreements

Qualifications

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Must have previous health & welfare/employee benefits insurance carrier or brokerage/consulting experience and a minimum of 3 years’ industries experience.
• Experience in marketing and servicing the employee benefit programs.
• 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 travel by automobile and aircraft.
• Ability to work outside of normal business hours as needed.

Primary Location

: IL-Chicago

Schedule

: Full-time

Hiring Manager

: Loren Klein

Organization

: Midwest Series

Anticipated Closing Date

:Ongoing|Ongoing