Account Manager-Employee Benefits

Chicago, Illinois, United States of America About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000 Associates doing business in over 100 countries are empowered to do whats right every day. At Lockton, we believe in the power of all people. You belong at Lockton. Business Unit Midwest Series Schedule Full-time Job Type Standard Workplace Hybrid Your Responsibilities Services designated book of business as relating to marketing, claims, and administration Responds to Clients inquiries, maintains documentation of communications, existing issues, and issue resolutions Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications Requests and collects quotes (new and renewal) from carriers Audits quotes, binders, and endorsements and makes requests for changes as needed Processes audits and creates audit analysis for Client Receives policy, then updates and completes policy check to ensure completeness Updates specifications, application, and summary information to reflect changes during the year Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff Binds coverage under direction of the Unit Manager/Account Executive Informs Client of any and all changes that may affect insurance premiums or coverage Gathers and compiles information for new business opportunities Inputs Client information into data management system, ensuring accuracy and completeness Generates materials for Client presentations and meetings Creates and sends compliance communications as needed Issues and processes Client invoicing Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies Researches industry trends and governmental regulations Performs other responsibilities and duties as needed Qualifications Bachelors Degree in Business Administration or related field and/or years of experience equivalent Typically three to seven 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 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 Legally able to work in the United States Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. J-18808-Ljbffr