Account Manager- People Solutions

Lockton; Seattle (WA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401k with match

Flexible spending accounts

Mental health benefits

Job summary

Lockton is seeking an Account Manager in Seattle, WA to provide exceptional customer service and manage client accounts effectively. Responsibilities include serving a designated book of business, handling compliance communications, and conducting open enrollment meetings.

The ideal candidate holds a Bachelor’s Degree and has at least 2 years of experience in client services, particularly in employee benefits. The position offers a comprehensive benefits package and the potential for an annual discretionary bonus.

Qualifications

• 2+ years of related client services experience required.
• Company or agency experience in employee benefits required.
• Legally able to work in the United States.

Responsibilities

• Provide the highest level of customer service to clients' accounts.
• Support implementation or transition of new lines of coverage.
• Conduct and create benefit benchmarking studies.

Skills

Strong verbal and interpersonal communication skills

Understanding of industry trends and governmental regulations

Ability to delegate tasks effectively

Ability to efficiently organize work and manage time

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Responsibilities

The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating clients’ accounts.

• 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
• Communicates 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
• Prepares and conducts open enrollment presentations and meetings
• Has 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 equivalent years of experience
• 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).

Required Skills

• Strong verbal and interpersonal communication skills
• Understands industry trends and governmental regulations
• Ability to delegate tasks effectively
• Ability to complete continuing education requirements as needed
• Must 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 neededLegally able to work in the United States

Benefits & Compensation

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.

PLEASE NOTE: The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job‑related knowledge, experience, education, certifications, and skills.