Senior Account Manager

Location
CA, Irvine
Workplace
On-site

About this role

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.

 

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Top Benefits

  • Medical
  • Dental
  • Vision
  • 401k
  • Life insurance
  • Salary continuation
  • Long-term disability
  • Wellness program
  • Flexible spending accounts
  • Legal benefit
  • Identity theft protection
  • Accident insurance
  • Critical illness insurance
  • Hospital indemnity
  • Pet insurance
  • Mental health benefits