Benefits Analyst

Lockton Companies; Hartford (CT); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Flexible & hybrid work environment

Job summary

Lockton Companies in Hartford, CT is seeking a Benefits Analyst to join our Career Foundations Program. This entry-level role supports day-to-day client service and renewal activities for Account Managers and Executives, building a foundation in employee benefits and group insurance.

Ideal candidates have a bachelor's degree in business or related field, strong time management and communication skills, and proficiency with the Microsoft Office suite.

Qualifications

• Bachelor’s degree in a business-related program or related field (or equivalent work experience).
• Strong written and verbal communication skills.
• Ability to efficiently organize work and manage time to meet deadlines.
• Proficiency with Microsoft Office (Word, Outlook, Excel, PowerPoint).

Responsibilities

• Responds to client inquiries and documents communications, issues and resolutions.
• Supports client engagement strategy from planning through renewal.
• Sends compliance communications as needed.
• Reviews plan documents for accuracy.
• Updates client call logs and schedules; communicates timelines to the team.
• Completes the Career Foundations Program within 2 years.

Skills

Time management

Communication skills

MS Office

Education

Bachelor's degree in business or related field

Tools

Microsoft Office Suite

Job description

Hartford, Connecticut, 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.

About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, that independence has allowed us to serve our clients, take care of our people and give back to our communities. Lockton is a very human company in a very human business. We believe in the power of our people and provide the tools and resources to help them reach their ultimate potential. That support and care empowers 13,100+ Associates doing business in over 150 countries to do what’s right every day. To see the latest insights from Lockton experts, check out the Lockton Market Update.

About Lockton Northeast
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Position Overview
The Benefits Analyst is Lockton Northeast’s entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program, which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.

Core Responsibilities

• Responds to Client inquiries, maintaining documentation of communications, existing issues, and issue resolutions
• Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy, including support as part of the client service team from strategy planning through to renewal
• Sends compliance communications as needed
• Reviews plan documents and materials for accuracy
• Responds to emails in a timely manner (within 24 hours)
• Updates client call logs
• Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicates to the team if they anticipate any challenges meeting deliverables
• Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook
• Completes the Career Foundations Program (CFP) within 2 years
• Attends all training sessions; drives engagement and builds a relationship with mentor
• Gains entry-level knowledge of employee benefits and group insurance
• Develops a basic understanding of Lockton and the services we provide

Qualifications

• Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred, including human resources administration, risk management or health policy
• Ability to efficiently organize work and manage time in order to meet deadlines
• Exceptional verbal, written, and interpersonal skills
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Willingness and ability to work outside of normal business hours and travel as needed
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Exhibits strong written and oral communication
• Must be legally authorized to work in the United States and not requires sponsorship for this position, now or in the future.

A Successful Candidate Will

• Solicit feedback regularly from team and actively make progress towards goals
• Take meeting notes and send them out within 24 hours
• Exhibit an eagerness and enthusiasm to learn and be a part of a team
• Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• Excel at multitasking, adapt to change and work on tight deadlines to meet our clients’ needs
• Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
• Take initiative to solve problems independently before seeking help
• Actively participate in the Career Foundations Program
• Pursue technical excellence through professional designations, industry workshops, etc.
• Seek out new work assignments and assist other team members when capacity allows

Benefits
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.

We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.

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.