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Senior Benefit Analyst

Lockton Careers
Chicago, IL Full Time
POSTED ON 11/27/2024 CLOSED ON 1/21/2025

What are the responsibilities and job description for the Senior Benefit Analyst position at Lockton Careers?

The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.

Responsibilities:

  • Provide broad administrative support to the Account Manager and Account Executive in the following activities:
  • Client enrollment meetings
  • Mid-Year/Client Renewals
  • Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
  • Develop mutually beneficial relationships with insurance carriers and administrators
  • Prepare Service Schedules & Maintain Open Item Lists
  • Report Preparation (experience reports, management reports, various marketing reports)
  • Provide AE and/or UM with necessary components needed to complete renewal projections
  • Attend staff meetings, department, and carrier meetings as well as educational workshops
  • New Client Set-Up; Existing Client File Maintenance
  • Create and distribute Client & Carrier correspondence
  • Update Client and Carrier information in applicable database
  • Deliver outstanding customer service
  • Complete special projects

 

  • Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
  • Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
  • High aptitude for mathematical calculations including multiplication, division, and percentages
  • Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
  • Demonstrated analytical and problem-solving skills, including research and investigation
  • Demonstrated understanding of when to proceed alone and when to involve other Associates
  • Demonstrated ability to understand and execute oral and written instruction
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
  • Ability to communicate professionally with external clients
  • Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance

 *Please include cover letter with all applications.

#LI-Hybrid

 

 

Additional Information
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