Account Manager -People Solutions Employee Benefits

Lockton; Kansas City (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Lockton is seeking an experienced Account Manager for their Employee Benefits Practice in Kansas City. This role involves building strong client relationships and managing a designated book of business.

The ideal candidate will have a Bachelor's Degree in Business Administration, 3-7 years of client-services experience, and expertise in Microsoft Office. Responsibilities include responding to client inquiries, processing audits, and generating materials for client meetings.

Qualifications

• Typically three to seven years of client-services experience required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Legally able to work in the United States.

Responsibilities

• Build relationships and exceed client expectations.
• Manage designated book of business.
• Support implementation of new lines of coverage.

Skills

Client-services experience

Microsoft Office Suite

Verbal and interpersonal communication skills

Understanding of industry trends

Education

Bachelor’s Degree in Business Administration or related field

Job description

Responsibilities

Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space. The Account Manager will build relationships, exceed client expectations, and enhance our Employee Benefits Practice. Responsibilities include servicing and marketing Lockton clients, managing the designated book of business relating to marketing, claims, and administration.

• Respond to client inquiries, maintain documentation of communications, existing issues, and issue resolutions.
• Support implementation of new lines of coverage by setting up accounts, collecting required documentation, and reviewing plan details with clients and carriers.
• Gather and compile exposure information from clients, including loss‑run schedules and client stratifications.
• Request and collect quotes (new and renewal) from carriers.
• Audit quotes, binders, and endorsements and make requests for changes as needed.
• Process audits and create audit analysis for clients.
• Receive policies, update and complete policy checks to ensure completeness.
• Update specifications, applications, and summary information to reflect changes during the year.
• Monitor receipt of quotes from carriers once submitted and negotiated by senior staff.
• Bind coverage under direction of the Unit Manager/Account Executive.
• Inform clients of any changes that may affect insurance premiums or coverage.
• Gather and compile information for new business opportunities.
• Input client information into the data management system, ensuring accuracy and completeness.
• Generate materials for client presentations and meetings.
• Create and send compliance communications as needed.
• Issue and process client invoicing.
• Engage with producers and the Accounting Department to determine action plans and assist in collection efforts or billing discrepancies.
• Research industry trends and governmental regulations.
• Perform other responsibilities and duties as needed.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or equivalent experience.
• Typically three to seven years of client‑services experience required.
• Background in self‑funding arrangements and/or captives strongly preferred.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Understanding of industry trends and governmental regulations.
• Ability to complete continuous education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
• Ability to efficiently organize work and manage time to meet deadlines.
• Ability to travel by automobile and aircraft.
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
• Ability to work on a computer for prolonged periods of time.
• Ability to work outside normal business hours as needed.
• Legally able to work in the United States.