Account Manager- People Solutions

Lockton Companies; Phoenix (AZ); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401k with company match

Life Insurance

Long-term disability

Wellness program

Flexible spending accounts

Job summary

Lockton Companies in Phoenix, AZ is seeking an Account Manager to deliver the highest level of client service across our People Solutions team. You will service, support, and coordinate client accounts while ensuring accuracy in communications and documentation throughout the benefits lifecycle.

Responsibilities include managing enrollment processes, responding to inquiries, preparing presentations, and collaborating with carriers and vendors.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically 2+ years of related Client services experience required
• Company or agency experience in employee benefits required

Responsibilities

• Services designated book of business relating to marketing, assisting with claim issues, and administration
• Responds to client 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

Skills

Verbal communication

Interpersonal skills

Time management

Confidentiality

Organization

Travel ability

Work outside hours

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Phoenix, Arizona, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

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

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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.