Hybrid Benefits Account Manager – Client Service Lead

Lockton; New York (NY); Hybrid; USD 83,000 - 100,000; Full time

Benefits offered by this job

Referral Bonus

Job summary

Lockton Northeast is seeking an Employee Benefits Account Manager to support day-to-day servicing for client accounts in the NY area. You will manage claims, billing, plan questions, and open enrollment under supervision.

The role emphasizes project coordination, compliance reminders, and client communications, with hybrid work options and opportunities for career advancement within a growing benefits team.

Qualifications

• Bachelor’s degree in a business-related program (preferred) or equivalent education and/or experience required
• A minimum of two years of benefits insurance experience and/or Human Resources/consulting experience required
• Ability to efficiently organize work and manage time to meet deadlines
• Exceptional verbal, written, and interpersonal skills
• Ability to comply with all company policies, procedures, proactively protecting confidentiality of client and company information
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future

Responsibilities

• Executes day-to-day administrative and service needs including claims, compliance, billing, plan questions, and carrier issues
• Leads core service delivery activity and supports client engagement workbooks
• Conducts client service calls and ensures logs are updated and shared with clients
• Performs monthly claims tracking and peer review with finance before release
• Sends annual compliance notices and manages open enrollment communications
• Drafts 5500 forms and coordinates PCORI calculations, SPDs, SBCs, and annual notices

Skills

Verbal communication

Written communication

Interpersonal skills

Education

Bachelor's degree in business-related field

Tools

Microsoft Office

Job description

Lockton Northeast is seeking an Employee Benefits Account Manager to support day-to-day servicing for client accounts in the NY area. You will manage claims, billing, plan questions, and open enrollment under supervision.

The role emphasizes project coordination, compliance reminders, and client communications, with hybrid work options and opportunities for career advancement within a growing benefits team.