Account Manager- People Solutions

Socket.dev; Phoenix (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Life insurance

Wellness program

Flexible spending accounts

Long-term disability

Mental health benefits

Job summary

Lockton is seeking an Account Manager to serve our Clients’ accounts through the People Solutions team. You will manage a designated book of business, respond to inquiries, and support implementation of new lines of coverage, coordinating with clients and carriers throughout the enrollment lifecycle.

The role requires 2+ years of client services in employee benefits, strong MS Office skills, and excellent communication. Travel may be required; company benefits are comprehensive.

Qualifications

• Bachelor’s degree in business administration or equivalent experience.
• Typically 2+ years of client services experience.
• Company or agency experience in employee benefits is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills are required.
• Understanding of industry trends and governmental regulations.
• Ability to delegate tasks effectively.
• Ability to attend company, department, and team meetings including industry trainings.
• Ability to work outside normal business hours as needed.

Responsibilities

• Manages designated book of business for marketing, claims, and administration.
• Responds to client inquiries and documents communications and issue resolutions.
• Supports implementation/transition of coverage by setting up accounts and reviewing plan details with clients and carriers.
• Facilitates vendor quotes, amendments, and reinstatements as needed.
• Creates benefit benchmarking studies, plan comparison reports, and client presentation materials.
• Schedules client meetings and prepares materials for presentations and enrollment life cycle.
• Reviews employee notices and compliance communications as needed.
• Provides benefits administration support to the client’s HR team.
• Maintains professional communications with carriers and vendors to resolve client issues promptly.
• Oversees updates to client employee-facing communications and conducts open enrollment presentations.
• Knowledge of government compliance/regulations to educate clients and respond to inquiries.
• Mentors and trains Account Administrator.

Skills

Communication skills

Microsoft Office

Time management

Client services

Presentation skills

Education

Bachelor’s Degree in Business Administration

Job description

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

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Position 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
• Company or agency experience in employee benefits 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 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.