The Employee Benefits Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures, and ensure overall compliance with the aforementioned. The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service.

Core Responsibilities:

Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
Completes tasks assigned to the "support role" in the client engagement workbook
Client Service Calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call
Monthly Claims Tracking (updates and sends monthly claims to client prior to the month end; ensures tracking is peer reviewed by Finance team prior to release
Compliance (sends annual compliance calendar to client; reminds client of compliance due dates and ensures deadlines not missed; completes draft of 5500; leads PCORI calculations; reviews and delivers SDPs and SBCs; sends annual compliance notices during open enrollment; updates client Wrap document)
Project Management (establishes draft timeline and sets up call with client after renewal decisions are made; develops benefits guide/open enrollment presentation/brainsharks with the communications team; ensures Account Executive or Account lead reviews output and makes edits; delivers initial draft to client with the expectation the materials are accurate; communicates high priority client-required action to ensure open enrollment deadlines are not missed; delivers final version to client within established timeframe)

Bachelor’s Degree in a business-related program (preferred) or equivalent education and/or experience required
Minimum of two years of benefits insurance experience and/or human resources/consulting experience required
Ability to efficiently organize work and manage time in order to meet deadlines
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Exceptional verbal and interpersonal communication skills
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 work outside of normal business hours as needed
Must be authorized to work in the United States and not require work authorization sponsorship by our company for this position, now or in the future

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