Senior Account Manager- People Solutions

Lockton; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Lockton is seeking a motivated Senior Account Manager in the Employee Benefits space to oversee day-to-day management of client policies, renewals, and service excellence for a designated book of business.

You will build relationships, analyze industry trends, coordinate carrier negotiations, and mentor junior staff while ensuring timely responses and high client satisfaction. Travel may be required to client sites and carrier meetings.

Qualifications

• Bachelor’s Degree in Business Administration or related field, or equivalent years of experience.
• Typically, three or more years of client services experience is required.
• Strong knowledge of the brokerage/commercial insurance industry.
• Proficiency with Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong attention to detail and organizational skills to prioritize heavy workloads and meet deadlines.
• Ability to work in a team environment and manage multiple tasks with competing deadlines.
• Willingness to attend industry training and continuing education.
• Legal authorization to work in the United States.

Responsibilities

• Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
• Analyze industry trends and provide guidance to clients using independent judgment.
• Address escalated claims, billing, and eligibility issues to ensure timely outcomes.
• Develop financial models and reports for clients and senior team members with actionable recommendations.
• Participate in client strategy and renewal meetings to align results with commitments.
• Lead marketing of all product lines and present results with oversight.
• Coordinate communications and open enrollment activities to support renewals and implementation.
• Negotiate with carriers for new and renewal quotes and present renewal results.
• Analyze quotes to determine coverage and recommendations for clients.
• Identify gaps in coverage or cross-sell opportunities and provide recommendations.
• Lead implementation and open enrollment activities to ensure successful renewals.
• Address escalated issues with timely responses.
• Establish and maintain relationships with clients, carriers, and vendors.
• Research industry trends, carrier offerings, and regulations; educate clients on compliance.

Skills

Verbal communication

Written communication

Interpersonal skills

Teamwork

Attention to detail

Organizational skills

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Office Suite

Job description

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals.

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals.

Position Responsibilities

• Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
• Use discretion and independent judgment to analyze industry trends and provide related guidance to clients.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients.
• Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations.
• Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments.
• Lead the marketing of all product lines, develop presentation of results and present results, with oversight.
• Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
• Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight.
• Analyze quotes to determine appropriate recommendations and ensure adequate coverage for clients.
• Identify gaps in coverage or cross-sell opportunities and provide related recommendations.
• Lead implementation, communications, and open enrollment activities to ensure a successful re-newal process.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes, as directed, with timely responses.
• Establish and maintain relationships with clients, carriers, and other vendors.
• Research and understand industry trends, carrier product offerings, and governmental regulations.
• Educate clients on compliance and regulatory matters.
• Mentor and train junior-level staff, fostering a collaborative and supportive work environment.
• Perform other responsibilities and duties as needed to support the team and clients.

Qualifications

Position Qualifications

• Bachelor’s Degree in Business Administration or a related field, or equivalent years of experience.
• Typically, three or more years of client services experience is required.
• Demonstrates strong working knowledge and experience within the brokerage/commercial insur-ance industry.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
• Ability to work in a team environment and manage multiple tasks & projects with competing dead-lines.
• Understands industry trends and governmental regulations.
• Ability to attend industry training sessions and complete continuing education requirements as needed.
• Readiness to expand knowledge and effectiveness in the insurance industry through extended edu-cation beyond continuing education requirements.
• Ability to comply with all company policies and procedures, proactively protecting the confidenti-ality of client and company information.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest profes-sional manner.
• Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
• Legally able to work in the United States.