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
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
Santa Barbara, California, United States · On-site
Overview At Sprouts Farmers Market, the Administrative Coordinator is responsible for in-store accounting procedures, cash and funds, timekeeping, and payroll transmissions. The Administrative Coordinator keeps store fil…
Skills: Bookkeeping, Payroll Processing, Human Resources, Cash Handling, Timekeeping
Glendale, California, United States · On-site
$270k–$330k/yr
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Skills: Distributed Systems, API Design, Database Architecture, Platform Engineering, Infrastructure Management
Glendale, California, United States · On-site
$150k–$190k/yr
Role Overview You will own the accounting engine for Moon and its sister company: accurate close, clean AP/AR, payroll operations, and multi-entity discipline - on a modern stack, built audit-ready from the start. About …
Skills: Monthly Close, Accounts Payable, Accounts Receivable, Payroll Operations, Intercompany Billing
Oxnard, California, United States · On-site
Searching for Real Estate Agents in Oxnard, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Oxnard, California. Applicants without a r…
Skills: Real Estate Transactions, Negotiation, Prospecting, Communication Skills, Client Relationship Management
Menlo Park, California, United States · Hybrid
$166k–$239k/yr
At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just u…
Skills: M&A Integration, Corporate Development, Due Diligence, Program Management, Portfolio Management
San Francisco, California, United States · On-site
$80k–$130k/yr
Stuut is transforming accounts receivable for B2B companies—making collections smarter and faster for companies that have historically relied on manual processes that are labor intensive and costly. Our platform is gaini…
Skills: Cold Calling, Lead Qualification, Outbound Emailing, Product Demos, Sales Pipeline Management
Garden Grove, California, United States · On-site
▶ Tax & Accounting Senior Job Descriptions: Review of staff's work Ongoing staff training Provide direct consultation to clients Engage in client training and education Work with managers and partners Periodically engage…
Skills: Lacerte, QuickBooks, GAAP, Tax Knowledge, Microsoft Word
Real Life ChurchSanta Clarita, California, United States · On-site
$21/hr–$25/hr
Position Summary: This role works on campus to perform bookkeeping and benefits related tasks as a member of the Finance team. Additionally, this role interfaces with internal and external customers on tasks related to F…
Skills: Bookkeeping, Benefits Administration, Accounts Payable, Accounts Receivable, Payroll Support
Anaheim, California, United States · On-site
$24/hr–$27/hr
Job DetailsJob Location: Anaheim-CL Branch - Anaheim, CA 92808Salary Range: $24.00 - $27.00 HourlyAbout The Role The Disclosure Specialist will follow written procedures to identify and accurately disclose/re-disclose an…
Skills: Mortgage Disclosures, Encompass, Microsoft Outlook, Microsoft Word, Microsoft Excel
Garden Grove, California, United States · On-site
▶ Tax & Accounting Staff Job Descriptions: Review bookkeeping/client data review/data entry Review periodic bank and credit card reconciliation Post adjusting journal entries Periodic financial statements (preparation & …
Skills: Bookkeeping, Bank Reconciliation, Journal Entries, Financial Statement Preparation, Tax Return Preparation
Los Angeles, California, United States · On-site
$25/hr–$27/hr
Job DetailsJob Location: Orchid Suites Martel - Hollywood, CA 90028Position Type: Full TimeSalary Range: $25.00 - $27.00 HourlyJob Shift: DayJob Category: Property ManagementNational Community Renaissance is committed to…
Skills: Property Management, Compliance, Yardi, Financial Management, Customer Service
Vista, California, United States · Hybrid
$26/hr–$41/hr
We are hiring a Lead Accounts Receivable/Credit & Collections Representative to join our Accounting team! DISCOVER Are you analytical, multi-taker individual with excellent problem solving and customer service skills? We…
Skills: Accounts Receivable, International Credit Control, Cash Application, Account Reconciliation, Financial Reporting
San Francisco, California, United States · Hybrid
$100k–$160k/yr
About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldw…
Skills: Revenue Operations, Sales Operations, Territory Management, Process Improvement, Data Analysis
Ventura, California, United States · Remote OK
$72k–$75k/yr
About the role: Curri is seeking an AR Specialist to strengthen the finance team's accounts receivable function as the company scales. Cash collection and billing management haven't kept pace with growth, and this role e…
Skills: Accounts Receivable, Collections, Billing Management, Excel, Account Reconciliation
Sunnyvale, California, United States · Hybrid
$225k–$265k/yr
About the Team Born at X, Google’s Moonshot Factory, Taara is on a mission to connect billions of people lacking abundant and affordable internet today by pioneering the way we use light to deliver faster, cheaper, more …
Skills: Financial Modeling, Strategic Planning, Capital Raising, US GAAP, Budgeting
San Jose, California, United States · On-site
$166k–$290k/yr
Job Description: The Director of M&A Finance is a forward-thinking professional, responsible for helping to drive the strategy, timing and orchestration of integration motions at Adobe as part of the Chief Accounting Off…
Skills: M&A Integration, Financial Acumen, Cross-functional Leadership, Enterprise Systems, Strategic Planning
Los Angeles, California, United States · Remote OK
$118k–$160k/yr
Career CategoryValue and AccessJob Description Join Amgen’s Mission of Serving Patients At Amgen, if you feel like you’re part of something bigger, it’s because you are. Our shared mission—to serve patients living with s…
Skills: Pricing Strategy, Data Analysis, Financial Forecasting, Advanced Excel, Project Management
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Lead the day-to-day management of a designated book of employee benefits business, focusing on renewals, marketing, and client support. Develop financial models and provide actionable recommendations while resolving escalated claims and billing issues.
Requires a Bachelor's degree in Business Administration or equivalent experience, with at least three years of client services experience in the brokerage or commercial insurance industry. Candidates must possess strong organizational skills and the ability to navigate governmental regulations and industry trends.
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 excellent client service. As a Senior Account Manager, you will oversee the day-to-day management and support of employee benefits policies, ensuring client satisfaction and successful renewals.
Position Responsibilities
• Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support.
• Use discretion and independent judgment to analyze industry trends and provide related guidance to clients.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients.
• Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations.
• Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments.
• Lead the marketing of all product lines, develop presentation of results and present results, with oversight.
• Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
• Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight.
• Analyze quotes to determine appropriate recommendations and ensure adequate coverage for clients.
• Identify gaps in coverage or cross-sell opportunities and provide related recommendations.
• Lead implementation, communications, and open enrollment activities to ensure a successful renewal process.
• Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes, as directed, with timely responses.
• Establish and maintain relationships with clients, carriers, and other vendors.
• Research and understand industry trends, carrier product offerings, and governmental regulations.
• Educate clients on compliance and regulatory matters.
• Mentor and train junior-level staff, fostering a collaborative and supportive work environment.
• Perform other responsibilities and duties as needed to support the team and clients.
Position Qualifications
• Bachelor’s Degree in Business Administration or a related field, or equivalent years of experience.
• Typically, three or more years of client services experience is required.
• Demonstrates strong working knowledge and experience within the brokerage/commercial insurance industry.
• 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.
• Ability to work in a team environment and manage multiple tasks & projects with competing deadlines.
• Understands industry trends and governmental regulations.
• Ability to attend industry training sessions and complete continuing education requirements as needed.
• Readiness to expand knowledge and effectiveness in the insurance industry through extended education beyond 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.
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
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