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Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a Client accountPr…
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The Benefits Specialist works closely with the benefits consulting teams who help place employee benefit plans for our clients. We handle administration of these benefit plans including systems interactions, employee int…
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a Client accountPr…
Description: Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiativesProactively understands the requirements and needs of a Client accountPr…
The Benefits Specialist works closely with the benefits consulting teams who help place employee benefit plans for our clients. We handle administration of these benefit plans including systems interactions, employee int…
Skills: Benefits Administration, HRIS, Compliance, Vendor Management, Analytical Support
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Skills: Microsoft Power Automate, Power Apps, Power BI, Microsoft Copilot, Python
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Overview: Lockton Midwest’s Risk Management team is growing, and we’re looking for Account Managers who want to do meaningful work in a collaborative, client-focused environment. In this role, you’ll be empowered to cont…
Overview: Lockton Midwest’s Risk Management team is growing, and we’re looking for Account Managers who want to do meaningful work in a collaborative, client-focused environment. In this role, you’ll be empowered to cont…
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Full-time
bachelor degree
Posted 27d ago
~40 hrs/week
Responsibilities
Maintains and enhances client relationships through proactive consulting, strategic planning, and the management of employee benefit programs. Oversees vendor relations, analyzes claims experience, and identifies new business opportunities through cross-selling.
Requirements
Requires a Bachelor's degree in Business Administration or equivalent experience, typically with over 7 years of client services experience in the brokerage industry. Must possess strong communication skills and proficiency in Microsoft Office Suite.
Full job description
Description:
Maintains and enhances Lockton’s relationships with existing Clients by executing proactive, creative, and on-going contact initiatives
Proactively understands the requirements and needs of a Client account
Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
Consults with Clients to review investment options, bender services, fees, strategies and goals
Consults regularly with Clients to review large claims, abnormal utilization results, and monthly claims experience
Reviews and issues profitability assists on all “fee-at-risk” proposals
Assists in the establishment and attainment of revenue goals for existing and new business
Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
Oversees issue-resolution between Client and the Vendor
Coordinates market selection for new and renewal business on designated accounts
Initiates and duplicates new business report activities
Generates new business opportunities through cross-selling
Negotiates program terms and costs
May help coordinate the day-to-day administrative activities among those servicing the Client’s account including the coordination of all support services such as claims and loss control
Provides information, concepts, techniques, and programs to department Associates to improve and enhance working knowledge
Mentors and trains junior-level staff
Researches and understands industry trends, product development government regulations
Performs other responsibilities and duties as needed
#LI-LL1
Qualifications:
Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Typically more than 7 years of Client services experience is required
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Demonstrates strong working knowledge and experience within brokerage industry
Understands industry trends and governmental regulations
Ability to complete continuing education requirements as needed
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 efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
Offices: Global, US · 2100 Ross Ave, Dallas, Texas 75201, US · 7650 Edinborough Way, Suite 100, Edina, Minnesota 55435, US · 640 Taylor St, Suite 1450, Fort Worth, Texas 76102, US · 3657 Briarpark Dr, Suite 700, Houston, Texas 77042, US