Senior Account Manager- People Solutions

Lockton Companies; San Francisco, Northern (CA, KY); On-site; USD 110,000 - 170,000; Full time

Job summary

Lockton Companies in San Francisco is seeking a Senior Account Manager in the Employee Benefits space. You will oversee day-to-day management and support of client benefits programs, focusing on renewals, client satisfaction, and strategic guidance for a designated book of business.

You will analyze market trends, collaborate with carriers, and lead Open Enrollment activities while mentoring junior staff and maintaining strong client relationships.

Qualifications

• Bachelor’s degree or equivalent experience in business/related field.
• Three+ years of client services experience.
• Strong knowledge of brokerage/insurance industry.
• Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Excellent attention to detail and organization; capable of managing multiple tasks.

Responsibilities

• Lead the servicing of a designated book of business, including renewals and client support.
• Analyze industry trends and provide guidance to clients.
• Resolve escalated claims, billing, and eligibility issues.
• Develop financial models and reports for clients and senior team members.
• Participate in client strategy and renewal meetings to align with commitments.
• Lead marketing of product lines and present results with oversight.
• Coordinate open enrollment activities and carrier negotiations.

Skills

Client services

Brokerage insurance knowledge

MS Office Proficiency

Communication skills

Travel readiness

Teamwork

Education

Bachelor's degree in Business Administration

Tools

Microsoft Excel

PowerPoint

Outlook

Word

Job description

Senior Account Manager- People Solutions

San Francisco, California, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

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

• 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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.