Benefits Account Manager - Client Relations & Admin

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

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.