Client Success Manager, Employee Benefits

Lockton; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

Lockton Companies LLC is seeking an Account Manager to support our Employee Benefits Practice in Chicago. You will service and market the needs of Lockton clients, build strong relationships, and help push the benefits practice to new heights in the marketplace.

Your role includes managing client service plans, supporting renewals, preparing RFPs, and ensuring compliance and contract accuracy. This position requires travel and occasional after-hours work as needed.

Qualifications

• Bachelor's Degree in Business Administration or related field.
• 3+ years in health & welfare/employee benefits insurance or brokerage/consulting.
• Experience in marketing and servicing employee benefit programs.
• Strong knowledge of Microsoft Office Suite.

Responsibilities

• Services designated book of health & welfare business including client service, marketing, vendor management, project management, claims and administration.
• Manage service/project plan timelines for each client as developed by the account executive.
• Support account executive in scheduling and preparing client meetings.
• Request and manage receipt of all renewals from carriers.
• Draft Line of Coverage and Revenue Summary for account executives.
• Manage carrier/vendor responses during bid solicitations.
• Ensure contracts/documents are executed in a timely fashion.
• Review SPD, certificates, policies and contracts for accuracy.
• Initiate and manage administrative tasks for implementing a new carrier.
• Prepare RFPs, annual compliance calendar for clients, routine claim reports, and enrollment materials.
• Address internal compliance issues (e.g., compensation disclosure, service agreements).

Skills

Client service

Relationship building

Marketing

Communication

MS Office

Education

Bachelor's degree in Business Administration or related field

Tools

MS Office

Job description

Lockton Companies LLC is seeking an Account Manager to support our Employee Benefits Practice in Chicago. You will service and market the needs of Lockton clients, build strong relationships, and help push the benefits practice to new heights in the marketplace.

Your role includes managing client service plans, supporting renewals, preparing RFPs, and ensuring compliance and contract accuracy. This position requires travel and occasional after-hours work as needed.