What are the responsibilities and job description for the Associate Account Manager- People Solutions position at Lockton?
Lockton is seeking a motivated and detail-oriented Associate Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As an Associate Account Manager, you will support the day-to-day management and servicing of employee benefits policies, ensuring client satisfaction and successful renewals working collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients.
Position Responsibilities
- Provide client service to an assigned book of clients assisting in addressing and resolving issues involving claims, administration, and compliance.
- Support the service team on all client materials, including initiating communication needs, tracking deadlines, reviewing materials for accuracy, providing edits, and providing input on content.
- Assist the service team in preparing for open enrollment, by initiating and requesting the carrier materials, and assisting in the development and review of client materials (e.g., Benefit Guides, Open Enrollment Presentations, digital recordings, and Notice Packets).
- Assist with client renewals and marketing, including preparing and updating benefit comparison and cost spreadsheets.
- Ensure agency management systems accurately reflect client information.
- Support the implementation or transition of new / existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers.
- Facilitate vendor quotes, amendments, and reinstatements for requested changes.
- Conduct benefit benchmarking studies, design plan comparison reports, and participate in the creation of client presentation materials.
- Obtain policies and conduct contract comparisons to ensure completeness.
- Address and resolve escalated claims, billing, and eligibility issues.
- Build and develop relationships with clients, carriers, and vendors.
- Research industry trends, carrier product offerings, and governmental regulations.
- Collaborate with senior staff and foster a supportive work environment.
- Perform other work-related duties as assigned.
Position Qualifications
