Benefits Account Manager — Client Solutions & Service

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

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.