Senior Account Manager - Commercial Construction

Lockton; Florida; On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton is seeking an Account Manager to serve as the primary service contact for an assigned book of business in the employee benefits space. You will develop strong working relationships with clients and carriers, manage launches, and coordinate communications and timelines to ensure smooth implementations.

Ideal candidates hold a business degree with 3+ years in insurance, strong negotiation and presentation skills, and proficiency in Microsoft Office.

Qualifications

• Bachelor's degree in business or equivalent experience in insurance.
• 3+ years in employee benefits/insurance industry.
• Strong negotiation, presentation, and organizational skills.

Responsibilities

• Own primary service contact for assigned book and build client relationships.
• Implement new client launches with carrier involvement and timelines.
• Coordinate client inquiries with carriers and internal teams.
• Prepare and present client proposals and marketing efforts.
• Review agreements and communicate new benefit offerings.

Skills

Negotiation

Presentations

Project management

Customer service

Relationship building

Vendor management

Financial awareness

Education

Bachelor's degree in business

Tools

Microsoft Office

Job description

The Account Manager will be the primary service contact for an assigned book of business and develop a strong working relationship with both the clients and carriers.

Responsibilities

• Responsible for implementing new client launches including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
• Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
• Meets with clients alone or in conjunction with Account Executive or Unit Leader according to standardized client meeting schedules.
• Conducts all marketing efforts as assigned by unit.
• Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
• Responsible for explaining new benefit offerings and communication strategies to existing clients.
• Develops prospective client proposals.

Requirements

• Minimum of a Bachelor's Degree in a business related field and/or equivalent experience in the insurance industry.
• At least 3 years' experience in the insurance industry, specifically in the employee benefits area is required.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint, Access) or similar software applications.
• Demonstrated presentation skills including preparation and execution.
• Strong project management and organizational skills.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Ability to interact with vendors effectively.
• Good working knowledge of financial arrangements and products available to clients.