Senior Account Manager- People Solutions

Lockton Companies; Seattle (WA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Industry-leading health insurance

Career growth opportunities

Job summary

Lockton Companies in Seattle is seeking a motivated Senior Account Manager for Employee Benefits, responsible for managing a designated book of business, ensuring client satisfaction, and delivering excellent service. You will lead the servicing, marketing, and issue resolution processes, requiring strong relationship-building skills and experience in the insurance industry.

The ideal candidate will have at least three years of relevant experience and a bachelor’s degree in Business Administration, enhancing our commitment to client success with a focus on teamwork and detail.

Qualifications

• Bachelor’s degree in a relevant field or equivalent experience.
• Minimum three years of client service experience.
• Strong working knowledge of the brokerage/commercial insurance industry.

Responsibilities

• Lead servicing of a designated book of business.
• Address and resolve escalated claims and billing issues.
• Develop financial models and reports for clients.
• Participate in client strategy and renewal meetings.
• Mentor and train junior-level staff.

Skills

Client relationship management

Attention to detail

Insurance industry knowledge

Microsoft Office Suite

Education

Bachelor’s Degree in Business Administration or related field

3+ years of client services experience

Job description

Senior Account Manager- People Solutions

Seattle, Washington, 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 insurance 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 deadlines.
• 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 education beyond continuing education requirements.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality 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 professional 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 learns from, celebrates and thrives because of our breadth 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.

Benefits and Support

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.