Strategic Client Advisor, Benefits & Programs

Socket.dev; Atlanta (GA); On-site; USD 95,000 - 150,000; Full time

Job summary

Lockton is seeking a Senior Account Manager to lead client service delivery, managing benefits programs and carrier relationships. You will partner with the AE, provide strategic planning, and translate industry insights into client recommendations.

This role requires 7+ years in client services, a business degree, strong communication, and ability to travel. Proficiency in Microsoft Office and regulatory awareness are essential for success in a fast-paced environment.

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
• Typically more than 7 years of Client services experience is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Demonstrates strong working knowledge and experience within brokerage industry.
• Understands industry trends and governmental regulations.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information.
• Ability to travel by automobile and aircraft.
• Legally able to work in the United States.

Responsibilities

• Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
• Proactively understands the requirements and needs of a Client account
• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
• Consults with Clients to review investment options, bender services, fees, strategies and goals
• Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
• Reviews and issues profitability assists on all “fee-at-risk” proposals
• Assists in the establishment and attainment of revenue goals for existing and new business
• Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
• Oversees issue-resolution between Client and the Vendor
• Coordinates market selection for new and renewal business on designated accounts
• Initiates and duplicates new business report activities
• Generates new business opportunities through cross-selling
• Negotiates program terms and costs
• May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
• Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
• Mentors and trains junior-level staff
• Researches and understands industry trends, product development government regulations
• Performs other responsibilities and duties as needed

Skills

Client relationship management

Verbal and interpersonal communication

Time management

Industry trend awareness

Regulatory knowledge

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton is seeking a Senior Account Manager to lead client service delivery, managing benefits programs and carrier relationships. You will partner with the AE, provide strategic planning, and translate industry insights into client recommendations.

This role requires 7+ years in client services, a business degree, strong communication, and ability to travel. Proficiency in Microsoft Office and regulatory awareness are essential for success in a fast-paced environment.