Atlanta, Georgia, United States · On-site
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES • Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator • Seen as Subject Matter Expert by core teams and/or clients, as…
Skills: Stop Loss Insurance, Account Management, Consulting, Risk Management, Carrier Relations
Dallas, Texas, United States · On-site
Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent in…
Skills: Employee Benefits Consulting, Account Management, Plan Design, RFP Process, Financial Performance Analysis
Dallas, Texas, United States · On-site
Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent in…
Skills: Employee Benefits Consulting, Account Management, Plan Design, RFP Process, Medical Underwriting
Dallas, Texas, United States · On-site
Lockton is a global professional services firm with 7,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent in…
Skills: Employee Benefits Consulting, Account Management, Plan Design, RFP Process, Medical Underwriting
Chicago, Illinois, United States · On-site
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal …
Skills: Employee Benefits Consulting, Client Enrollment, Marketing Reports, RFP Development, Microsoft Excel
Chicago, Illinois, United States · On-site
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal …
Skills: Employee Benefits Consulting, Client Enrollment, Marketing Reports, RFP Development, Microsoft Excel
Chicago, Illinois, United States · On-site
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal …
Skills: Employee Benefits Consulting, Client Enrollment, Marketing Reports, RFP Development, Microsoft Excel
Chicago, Illinois, United States · On-site
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal …
Skills: Employee Benefits Consulting, Client Enrollment, Marketing Reports, RFP Development, Microsoft Excel
San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Market Analysis
San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Carrier Negotiations
Phoenix, Arizona, United States · On-site
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts across our People Solutions team. Position responsibilities • Services designated book of bu…
Skills: Customer Service, Account Management, Employee Benefits Administration, Benefit Benchmarking, Microsoft Office Suite
Phoenix, Arizona, United States · On-site
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts across our People Solutions team. Position responsibilities • Services designated book of bu…
Skills: Customer Service, Account Management, Employee Benefits Administration, Benefit Benchmarking, Compliance Monitoring
San Diego, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Client Relationship Management, Employee Benefits, Financial Modeling, Insurance Brokerage, Renewal Management
Phoenix, Arizona, United States · On-site
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts across our People Solutions team. Position responsibilities • Services designated book of bu…
Skills: Customer Service, Account Management, Employee Benefits Administration, Benefit Benchmarking, Compliance
San Francisco, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Employee Benefits, Client Relationship Management, Financial Modeling, Insurance Brokerage, Renewal Management
San Francisco, California, United States · On-site
Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing exc…
Skills: Employee Benefits, Client Relationship Management, Financial Modeling, Insurance Brokerage, Renewal Management
New York, New York, United States · Hybrid
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Property and Casualty Insurance, Client Service, Microsoft Office Suite, Time Management, Interpersonal Communication
New York, New York, United States · Hybrid
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Client Service, Property and Casualty Insurance, Microsoft Office Suite, Time Management, Interpersonal Communication
New York, New York, United States · Hybrid
About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work …
Skills: Client Service, Property and Casualty Insurance, Microsoft Office Suite, Time Management, Interpersonal Communication
Boston, Massachusetts, United States · Hybrid
About Lockton Northeast: For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work…
Skills: Financial Modeling, Statistical Analysis, Health Insurance Underwriting, Claims Projections, Financial Strategy
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The Senior Consultant is responsible for managing a book of 20-40 accounts while acting as a subject matter expert for clients and internal teams. They oversee carrier placement, ensure E&O liability compliance, and provide leadership coaching to associates.
Candidates must possess a Bachelor's degree in business, marketing, or finance, along with at least 8 years of experience in the insurance or brokerage industry. Strong interpersonal, communication, and critical thinking skills are required, as well as the ability to travel for business.
• Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator
• Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership
• Oversees full office/series book of business to ensure timelines are met, carrier placement metrics are in line and no E&O liability
• Point of contact for escalations related to case specific questions/issues
• Responsibility related to growth (build relationship and working parameters with growth team)
• Responsibility related to management and associate development, with leadership coaching
• Proven ability to take initiative in terms of innovation and growth
• Promotes and supports new practice initiatives
• Able to peer review all deliverables
• Manages carrier relationships at a local level
• Provides input related to overall practice business plan
• Overall book of business management and staffing
• Collaboration across series/offices with regards to marketing, placement and policy management
• Able and willing to share knowledge gained across the practice to promote better collaboration
• Involved in Series Stewardship reporting and delivering of results
• Assistance with process efficiency projects and future practice initiatives
• Completes Phase 3 of Audits
• Represents Lockton in any situation with high standards
QUALIFICATIONS
• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• 8+ years of insurance/broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical thinking skills required
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel for client/team meetings.
• Legal right to work in the United States.
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
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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
