Lockton, Inc.
Senior Account Manager
Lockton, Inc., Denver, Colorado, United States, 80285
Job Summary:
Description:
Ability to perform all Account Manager responsibilities, duties, and expectation
· Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administration
· Researches issues’ root cause, implements, and resolves policy related issue
· Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
· Recommends and implements potential enhancements or improvements to processes, products, and/or policie
· Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
· Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation material
· Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage
· Engages in Client strategy meetings to manage insured expectations for upcoming term
· Develops and assists with presenting marketing and renewal terms to Client
· Establishes and maintains relationships and interfaces with Clients, carriers, and other vendor
· Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
· Prepare and release RFP to appropriate market
· Overall responsibility for managing updates to Client employee facing communication
· Prepare and conduct open enrollment presentations and meeting
· Researches and understands industry trends and Carrier product offerings and emerging trend
· Knowledge of governmental compliance/regulations to educate Client and respond to client inquirie
· Mentors and trains junior-level staff
· Performs other responsibilities and duties as neededRequirements:
Qualifications:
• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically 3+ years of related Client services experience is required
• Demonstrates strong working knowledge and experience within brokerage industry
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulation
• Ability to delegate tasks effectively
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training session
• 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 deadline
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, and photocopier
• 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
#LI-SM1
Description:
Ability to perform all Account Manager responsibilities, duties, and expectation
· Services a designated book of business as relating to marketing, assisting with claim issues, and day to day administration
· Researches issues’ root cause, implements, and resolves policy related issue
· Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
· Recommends and implements potential enhancements or improvements to processes, products, and/or policie
· Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
· Conducts, creates, and interprets benefit benchmarking studies, design plan comparison reports, and Client presentation material
· Interprets Clients’ current coverage plan and identifies and recommends opportunities to expand lines of coverage
· Engages in Client strategy meetings to manage insured expectations for upcoming term
· Develops and assists with presenting marketing and renewal terms to Client
· Establishes and maintains relationships and interfaces with Clients, carriers, and other vendor
· Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
· Prepare and release RFP to appropriate market
· Overall responsibility for managing updates to Client employee facing communication
· Prepare and conduct open enrollment presentations and meeting
· Researches and understands industry trends and Carrier product offerings and emerging trend
· Knowledge of governmental compliance/regulations to educate Client and respond to client inquirie
· Mentors and trains junior-level staff
· Performs other responsibilities and duties as neededRequirements:
Qualifications:
• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
• Typically 3+ years of related Client services experience is required
• Demonstrates strong working knowledge and experience within brokerage industry
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulation
• Ability to delegate tasks effectively
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training session
• 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 deadline
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, and photocopier
• 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
#LI-SM1