Senior Employee Benefits Account Leader

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

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.