Account Manager- People Solutions

Lockton; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Annual discretionary bonus

Medical, dental, vision benefits

401k with company match

Job summary

Lockton is seeking an Account Manager to provide top-tier service across our People Solutions team, coordinating client accounts and supporting administration and implementation efforts.

You will respond to client inquiries, manage documentation, prepare enrollment materials, and liaise with carriers and vendors to ensure timely, accurate communications. A Bachelor's degree and 2+ years in client services are expected.

Qualifications

• Bachelor’s degree in business or related field.
• Typically 2+ years of client services experience.

Responsibilities

• Services designated book of business related to marketing, assisting with claim issues, and administration.
• Responds to client inquiries and maintains documentation of communications, issues, and resolutions.
• Supports implementation or transition of new/existing lines of coverage by setting up account, collecting documentation, and reviewing plan details with client and carrier.
• Facilitates vendor quotes, amendments, and reinstatements for requested changes.
• Conducts and creates benefit benchmarking studies, design plan comparison reports, and client presentation materials.
• Obtains policy, then conducts contract comparison to ensure completeness.
• Schedules client meetings and generates materials for presentations and meetings, including on-site meetings for enrollment life cycle.
• Reviews employee notice packets and compliance communications as needed.
• Provides benefits administration support to client HR teams.
• Communicates with carriers and vendors to address client issues promptly.
• Overall responsibility for updates to client employee-facing communications.
• Prepare and conduct open enrollment presentations and meetings.
• Knowledge of government compliance/regulations to educate client and respond to inquiries; mentors Account Administrator.
• Performs other responsibilities as needed.

Skills

Verbal communication

Interpersonal skills

Time management

Delegation

Travel readiness

Client service

Microsoft Office

Education

Bachelor's degree in Business Administration or related field

Tools

Microsoft Office

Job description

Your Responsibilities

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts across our People Solutions team.

Position Responsibilities

• Services designated book of business as relating to marketing, assisting with claim issues, 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
• Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
• Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials
• Obtains policy, then conducts a contract comparison to ensure completeness
• Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
• Reviews the employee notice packets and other compliance communications as needed
• Provides benefits administration support to Client’s Human Resources team
• Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
• Overall responsibility for managing updates to Client employee facing communications
• Prepare and conduct open enrollment presentations and meetings
• Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator
• Performs other responsibilities and duties as needed

Qualifications

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

Typically 2+ years of related Client services experience is required

Benefits

Company or agency experience in employee benefits required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Required

• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to delegate tasks effectively
• 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 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

This position may be eligible for annual discretionary bonus consideration.

Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.