Account Manager- Executive Benefits

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Account Manager in the Executive Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As an Account Manager, you will support the day-to-day management and servicing of individual Key Person policies, ensuring client satisfaction and successful renewals. The ideal candidate will have a fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations. They will work collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients.

Position Responsibilities

• Experience and knowledge of the individual life of Key Person insurance marketplace
• Knowledge of the underwriting processes for individual life insurance. Business insurance preferred
• Ability and knowledge on how to obtain quotes and process a life insurance applications
• Ability to process life and disability policy serving paperwork, such as ownership changes, beneficiary changes, etc.
• Coordinate with multiple life insurance carriers
• Coordinate with case manager on 40 policies
• Able to multi-task, and high follow through and follow up with clients and carriers
• Comfortability with speaking to C-Suite executives on a regular basis
• Service existing policies and complete administration tasks while advancing new business
• Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes.
• Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness.
• Conduct and create client presentation materials.
• Initiate obtaining policies and conduct contract comparisons to ensure completeness.
• Address and resolve escalated billing, eligibility issues, and underwriting concerns to ensure timely and satisfactory outcomes for clients, as directed, with timely responses back to the clients.
• Build and develop relationships with clients, carriers, and other vendors.
• Learn and collaborate with senior staff, fostering a collaborative and supportive work environment.
• Perform other responsibilities and duties as requested to support the team and clients.
  
  

Qualifications

Position Qualifications

• Bachelor’s Degree in Business Administration or related field, or equivalent years of experience.
• Typically, two years of related client services experience, preferably in Executive Benefits or Individual Life and Disability, is required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
• Collaborate with team members to find best solutions for unique client situations
• Ability to foster strong working relationships with clients, and internal teams
• The willingness to learn, organizational skills, self-starter, proactive, detail-oriented
• Ability to work in a team environment and manage multiple tasks & projects with competing deadlines.
• Ability to attend industry training sessions and complete continuing education requirements
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.
• Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
• Legally able to work in the United States.
  
  

This position may be eligible for annual discretionary bonus consideration.

Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.

PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.