Senior Employee Benefits Client Solutions Lead

Lockton Companies; Chicago (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Career growth opportunities

Job summary

Lockton Companies in Chicago seeks a Senior Account Manager - People Solutions to service and market client benefit programs. You will manage renewals, assemble renewal workbooks, prepare RFPs, and coordinate carrier/vendor responses while collaborating with AEs and Unit Manager.

Qualifications include 5+ years in employee benefits, strong MS Office and PRISM skills, plus excellent communication and public-speaking abilities for Enrollment Meetings. Some travel is required.

Qualifications

• Bachelor’s degree or equivalent education and/or experience.
• Five+ years’ working knowledge of employee benefits or related experience.
• Experience in marketing and servicing the employee benefit programs.
• Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications.
• Develop and maintain strong working knowledge of PRISM.
• Demonstrated analytical and problem-solving skills.
• Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
• Strong public speaking skills to present during Enrollment Meetings.
• Willingness to delegate as appropriate.
• Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others.
• Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Managing workflows proactively without AE interaction and in accordance with QA guidelines, and demonstrated initiative to support AEs.
• Ability to present proposals to clients in a professional manner.
• Ability to coach and mentor other Associates.
• Ability to consult clients on other Lockton services and insurance needs.
• Ability to analyze quotes for coverage adequacy.
• Personal presence to interface with insurance carriers’ representatives.
• Ability to travel by automobile and aircraft, and stay for more than one day and night.
• Strong communication and interpersonal skills with the ability to interact with Associates at all levels of responsibility.
• The desire to take on a leadership role both internally and externally at Lockton.

Responsibilities

• Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.
• Effectively manage service/project plan timeline for each client as developed by the AE.
• Request and manage receipt of all renewals from carriers.
• Prepare and manage Client Renewal Workbook and Plan Summary Platform for assigned accounts.
• Prepare RFPs for bid solicitation and manage carrier/vendor responses during bid process.
• Prepare initial claim projections when appropriate and collaborate with Financial Analysts/HRS teams.
• Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate.
• Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE.

Job description

Lockton Companies in Chicago seeks a Senior Account Manager - People Solutions to service and market client benefit programs. You will manage renewals, assemble renewal workbooks, prepare RFPs, and coordinate carrier/vendor responses while collaborating with AEs and Unit Manager.

Qualifications include 5+ years in employee benefits, strong MS Office and PRISM skills, plus excellent communication and public-speaking abilities for Enrollment Meetings. Some travel is required.