Senior Employee Benefits Account Lead

Lockton Companies; Irvine (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k + match

Life insurance

Wellness program

Flexible spending accounts

Identity theft protection

Pet insurance

Mental health benefits

Job summary

Lockton Companies in Irvine, CA seeks a Senior Account Manager in Employee Benefits to oversee day-to-day client service, renewals, and carrier negotiations. You will manage a designated book of business, analyze industry trends, resolve escalated issues, and mentor junior staff as part of a collaborative team.

The role requires relationship-building, strategic thinking, and the ability to travel as needed.

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.
• 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.

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, with interpretation and actionable recommendations.
• Participate in client strategy and renewal meetings to understand client expectations and ensure results align with 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 and present renewal results with oversight.

Skills

Client services

Brokerage insurance

MS Office

Attention to detail

Teamwork

Written and verbal communication

Industry regulations

Travel willingness

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Irvine, CA seeks a Senior Account Manager in Employee Benefits to oversee day-to-day client service, renewals, and carrier negotiations. You will manage a designated book of business, analyze industry trends, resolve escalated issues, and mentor junior staff as part of a collaborative team.

The role requires relationship-building, strategic thinking, and the ability to travel as needed.