Benefits Client Success Lead (Hybrid)

Lockton Companies; Philadelphia (Philadelphia County); Hybride; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Hybrid work environment

Career Foundations Program

Career Advancement Program

Competitive benefits

Résumé du poste

Lockton Companies in Philadelphia, PA seeks an Account Manager I to support day-to-day client servicing under supervision of the Unit Manager and Account Executive. You will manage core service delivery and coordinate with internal teams to resolve claim, billing, and compliance questions.

You'll participate in Lockton Northeast's Career Foundations and Advancement programs, building technical and practical skills, while contributing to exceptional client service and transactional excellence in

Qualifications

• Bachelor’s degree in a business-related program preferred or equivalent education and/or experience.
• Minimum of two years of benefits insurance, HR, or consulting experience.
• Demonstrated ability to organize work and meet deadlines.
• Exceptional verbal, written, and interpersonal skills.
• Ability to comply with company policies and protect confidentiality.
• Strong knowledge of MS Office (Word, Outlook, Excel, PowerPoint).

Responsabilités

• Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
• Holds internal resources and carrier partners accountable to ensure deliverable deadline is met
• Leads all core service delivery activity including but not limited to:
• Client service calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client)
• Monthly Claims Tracking:
• Updates and sends monthly claims to client prior to month end (ensure account lead reviews in a timely manner)
• Ensures tracking is peer reviewed by finance team prior to release to client
• Compliance:
• Sends annual compliance calendar to client
• Reminds clients of compliance due dates and ensure deadline is not missed
• Completes draft of 5500 (ensure timely signature), Leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment, and updates client Wrap document
• Project management of open enrollment communications
• Establishes draft timeline and setting up call with client after renewal decisions are made
• Develops benefits guide/open enrollment presentation/brainsharks with communications team
• Ensures Account Executive or Account Lead reviews output and makes edits
• Delivers initial draft to client with the expectation the materials are accurate
• Communicates high priority client-required action to ensure open enrollment deadlines are not missed
• Delivers final version to client within established timeframe

Connaissances

Communication skills

Organizational skills

Interpersonal skills

Formation

Bachelor’s degree in business or related field

Outils

Microsoft Office Suite

Description du poste

Lockton Companies in Philadelphia, PA seeks an Account Manager I to support day-to-day client servicing under supervision of the Unit Manager and Account Executive. You will manage core service delivery and coordinate with internal teams to resolve claim, billing, and compliance questions.

You'll participate in Lockton Northeast's Career Foundations and Advancement programs, building technical and practical skills, while contributing to exceptional client service and transactional excellence in