What are the responsibilities and job description for the Account Manager position at Lockton, Inc.?
Job Summary :
Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. In this role, you will work onsite as an extension of our client’s Benefits team.
- Responsible for routine service which includes the preparation of monthly experience reporting, standard mid-year analysis, development and execution of service schedule, standard annual management report.
- Maintain onsite presence at client to provide ongoing benefits support; communicate with Account Executive and Unit Manager as needed. Support new group implementation and transition.
- Ensure complete execution of implementation checklist.
- Preparation of implementations schedule.
- Coordinate preparation and delivery of employee communication materials utilizing carrier and client information.
- Schedule and participate in enrollment meetings.
- Review of all agreements and / or documents (employee booklets, carrier contracts, etc.).
- Support the client in Workday functions to include integrations, setup, and support
- Practice proactive follow-up on all outstanding issues by communicating status of each to the AE / Unit Manager.
- Assist in preparing monthly and quarterly reporting
- Work with internal teams to assist clients with compliance issues.
- Attend internal meetings / education programs.
Requirements :
LI-Hybrid
