Employee Benefits Account Manager - Client Growth & Service

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

Job summary

Lockton is seeking an eager Account Manager to support the growth of our Employee Benefits Practice in the Chicago area. You will service Lockton clients, market their needs, and collaborate with colleagues to build strong relationships.

Responsibilities include managing service plans, coordinating renewals, preparing client communications, and ensuring compliance. Travel to meet clients and carriers is expected as needed.

Qualifications

• Bachelor's Degree in Business Administration or related field and/or equivalent years of experience.
• Must have health & welfare/employee benefits carrier or brokerage/consulting experience and a minimum of 3 years' industry experience.
• Experience in marketing and servicing employee benefit programs.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Understanding of industry trends and governmental regulations.

Responsibilities

• Serve designated book of health & welfare business including client service, marketing, vendor management, project management, claims and administration.
• Manage service/project plan timeline for each client as developed by the account executive.
• Support account executive in scheduling and preparation of client meetings.
• Request and manage receipt of renewals from carriers.
• Draft Line of Coverage and Revenue Summary for account executives.
• Manage carrier/vendor responses to questions during bid solicitation.
• Ensure contracts/documents are executed timely.
• Review SPD, certificates, policies and contracts for accuracy.
• Initiate and manage administrative activity related to implementing a new carrier.
• Prepare RFPs, annual compliance calendar, routine claim summaries, and enrollment materials.
• Address internal compliance issues such as compensation disclosure; service agreements; broker of record letters; business associate agreements.

Skills

Client service

Marketing

Vendor management

Project management

Communication

Education

Bachelor's Degree in Business Administration

Tools

Microsoft Office Suite

Job description

Lockton is seeking an eager Account Manager to support the growth of our Employee Benefits Practice in the Chicago area. You will service Lockton clients, market their needs, and collaborate with colleagues to build strong relationships.

Responsibilities include managing service plans, coordinating renewals, preparing client communications, and ensuring compliance. Travel to meet clients and carriers is expected as needed.