Lockton Companies
Senior Analyst/Senior Account Manager
Lockton Companies, San Diego, California, United States, 92189
Business unit:
West SeriesSalary:
$75,000-$100,000Schedule:
Full-timeJob type:
Experienced ProfessionalWorkplace:
HybridYour Responsibilities
FLSA: ExemptThe Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administrationResearches issues’ root cause, implements, and resolves policy related issuesUses discretion and independent judgment when analyzing industry trends and providing related Client guidanceRecommends and implements potential enhancements or improvements to processes, products, and/or policiesFacilitates vendor quotes, amendments, and reinstatements for requested changes as neededEnsures complete Client information is in data warehouse (BenefitPoint) to ensure data integrity, accuracy and completenessConducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation materialsInterprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverageEngages in Client strategy meetings to manage insured expectations for upcoming termDevelops and assists with presenting marketing and renewal terms to ClientParticipates in negotiations with carriers for new and renewal quotesEstablishes and maintains relationships and interfaces with Clients, carriers, and other vendorsCommunicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashionPrepare and release RFP to appropriate marketsIdentifies gaps in coverage or cross-sell opportunities and provides related recommendations to AE/ProducerOverall responsibility for managing updates to Client employee facing communicationsPrepare open enrollment presentations, Brainshark recordings and conduct enrollment meetingsOversee 5500 preparation by the annual deadlineResearches and understands industry trends and Carrier product offerings and emerging trendsKnowledge of governmental compliance/regulations to educate Client and respond to client inquiriesMentors and trains junior-level staffPerforms other responsibilities and duties as neededQualifications
Position qualifications:Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically 3+ years of related Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of Client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, and photocopierAbility to work on a computer for a prolonged amount of timeAbility to work outside of normal business hours as neededLegally able to work in the United StatesEqual 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. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.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 what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.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
West SeriesSalary:
$75,000-$100,000Schedule:
Full-timeJob type:
Experienced ProfessionalWorkplace:
HybridYour Responsibilities
FLSA: ExemptThe Senior Account Manager is one of the primary business contacts for Clients and is responsible for possessing and applying knowledge of industry trends and related regulations in the course of servicing Clients’ accounts in an innovative and efficient manner. This position shall also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administrationResearches issues’ root cause, implements, and resolves policy related issuesUses discretion and independent judgment when analyzing industry trends and providing related Client guidanceRecommends and implements potential enhancements or improvements to processes, products, and/or policiesFacilitates vendor quotes, amendments, and reinstatements for requested changes as neededEnsures complete Client information is in data warehouse (BenefitPoint) to ensure data integrity, accuracy and completenessConducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation materialsInterprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverageEngages in Client strategy meetings to manage insured expectations for upcoming termDevelops and assists with presenting marketing and renewal terms to ClientParticipates in negotiations with carriers for new and renewal quotesEstablishes and maintains relationships and interfaces with Clients, carriers, and other vendorsCommunicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashionPrepare and release RFP to appropriate marketsIdentifies gaps in coverage or cross-sell opportunities and provides related recommendations to AE/ProducerOverall responsibility for managing updates to Client employee facing communicationsPrepare open enrollment presentations, Brainshark recordings and conduct enrollment meetingsOversee 5500 preparation by the annual deadlineResearches and understands industry trends and Carrier product offerings and emerging trendsKnowledge of governmental compliance/regulations to educate Client and respond to client inquiriesMentors and trains junior-level staffPerforms other responsibilities and duties as neededQualifications
Position qualifications:Bachelor’s Degree in Business Administration or related field and/or years of experience equivalentTypically 3+ years of related Client services experience is requiredStrong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)Strong verbal and interpersonal communication skills requiredDemonstrates strong working knowledge and experience within brokerage industryUnderstands industry trends and governmental regulationsAbility to complete continuing education requirements as neededAbility to attend company, department, and team meetings as required, including industry training sessionsAbility to comply with all company policies and procedures, proactively protecting confidentiality of Client and company informationAbility to efficiently organize work and manage time in order to meet deadlinesAbility to travel by automobile and aircraftAbility to use office equipment such as a computer, keyboard, calculator, and photocopierAbility to work on a computer for a prolonged amount of timeAbility to work outside of normal business hours as neededLegally able to work in the United StatesEqual 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. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.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 what’s right every day.At Lockton, we believe in the power of all people. You belong at Lockton.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