Employee Benefits Account Manager at Lockton

Job description

body> Employee Benefits Account Manager Philadelphia, Pennsylvania , United States of America Client Services 260161 Apply now Share Employee Benefits Account Manager Philadelphia, Pennsylvania , United States of America Client Services 260161 Apply now Share Working at Lockton At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Business unit Northeast Series Schedule Full-time Lockton Benefits Offerings Click Here Workplace Hybrid Your Responsibilities About Lockton Northeast For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.   We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.   Position Overview The Account Manager role is at the forefront of our Lockton Northeast Client Engagement strategy. They are directly responsible for the day-to-day servicing needs of Lockton Northeast Clients under the general guidance of the Unit Manager, Account Executive and/or Client Executive. Overall responsibilities include leading the core service delivery items and executing on all day-to-day administrative and service needs. The Associate must be familiar with Lockton Northeast resources, policies & procedures and ensure overall compliance with the aforementioned. The Account Manager I will be a participant in the Lockton Northeast Career Foundations Program or Career Advancement Program which is designed to provide technical and practical training supporting continued career progression. A high performing and successful Account Manager I will support the Unit Manager, Account Executive and/or Senior Client Manager to ensure transactional excellence and provide great customer service. Core Responsibilities Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention • Acknowledges receipt of client question in a timely manner (within 24 hours) • Engages appropriate resources to set expectations on timing • Communicates expected timing to client and update those expectations when necessary • Holds internal resources and carrier partners accountable to ensure deliverable deadline is met Leads all core service delivery activity including but not limited to: • Completes tasks assigned to the ‘support role’ in the client engagement workbook • Client service calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client Monthly Claims Tracking: • Updates and sends monthly claims to client prior to month end (ensure account lead reviews in a timely manner) • Ensures tracking is peer reviewed by finance team prior to release to client Compliance: • Sends annual compliance calendar to client • Reminds clients of compliance due dates and ensure deadline is not missed • Completes draft of 5500 (ensure timely signature), Leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment, and updates client Wrap document Project management of open enrollment communications • Establishes draft timeline and setting up call with client after renewal decisions are made • Develops benefits guide/open enrollment presentation/brainsharks with communications team • Ensures Account Executive or Account Lead reviews output and makes edits • Delivers initial draft to client with the expectation the materials are accurate • Communicates high priority client-required action to ensure open enrollment deadlines are not missed • Delivers final version to client within established timeframe Qualifications • Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required • A minimum of two years of benefits insurance experience and / or human resources / consulting experience required • Ability to efficiently organize work and manage time in order to meet deadlines • Exceptional verbal, written, and interpersonal skills • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Must be legally authorized to work in the United States and not require sponsorhip for this position, now or in the future A successful candidate will: • Become an invaluable member of the service team to the client as indicated through annual client feedback • Solicit feedback regularly from team and actively make progress towards goals • Proactively communicate with internal teams • Attend internal and carrier trainings to improve skill set market knowledge • Share new experiences that would be of value to the broader Lockton benefits team • Show effectiveness in prospect meeting Benefits Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success. We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization. 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. 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 13,100+ Associates doing business in over 155 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. Learn more about your Lockton experience No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. Similar Vacancies View all Senior Claims Consultant New York City , United States of America Client Services 2601JT Transaction Analyst/Senior Analyst, P&C Due Dilige... New York City , United States of America Client Services 2601PK Employee Benefits Account Executive Philadelphia , United States of America Client Services 260162 Precision Health (Population Health) Specialist Boston , United States of America Client Services 2601O4 Life at Lockton April 20, 2023 Stephanie Robinson P... Lockton is pleased to announce the promotion of Stephanie Robinson to Chief Diversity Officer. Stephanie joined Lockton in February 2022 as Director of Diversity, Equity and Inclusion after building and leading DEI at Blue Cross and Blue Shield of Kansas City. Stephanie has also worked in Human Resources at UMB Financial, H&R Block, Cerner Corporation and Quest Diagnostics. In the community, Stephanie currently works with Jackson County CASA. "Stephanie hit the ground running, meeting with people across Lockton to fully understand our culture and identify areas of opportunity,” said Peter Clune, CEO of Lockton. “I’m proud of the great work that has been accomplished and look forward to Stephanie’s continued impact.” In her new role, Stephanie will be taking the helm from Brian Roberts who has been leading the development and execution of Lockton’s DEI strategy as Chief Diversity Officer while also leading the Midwest Series as COO. I want to thank Brian for his leadership over the last few years and his work setting us up for continued progress. “I am excited to serve as Lockton’s new Chief Diversity Officer," said Robinson. "I will continue in my efforts to advance DEI and make Lockton a place where all people feel welcome, valued and excited to build a career here.“ April 20, 2023 Empowered people tod... Environmental responsibility, social impact and corporate governance (ESG) considerations play an important role in how we approach our business and our culture at Lockton, and what makes Lockton stand apart is also what makes us better: independence. The components of ESG are not new to us — in fact, many elements of an ESG strategy are reflected in the philosophies we abide by every day. A group representing Lockton’s senior and regional leadership, product line leaders, and experts across the globe came together to formally explore all areas of our business and the steps we have taken to ensure we operate responsibly and ethically while staying true to our independent culture and empowered business model. Our commitment to our clients, our people and our communities gives us the unique opportunity to define who we are and what we are engaged in. And it empowers our people to take ownership across these three categories to drive a sustainable business. We are pleased to share our ESG report. This report profiles our core principles around ESG and highlights examples of how our people and teams are working around the world to advance our collective impact. Learn more about our approach to ESG. April 20, 2023 Lockton announces m... Lockton, the world’s largest independent brokerage firm, has begun a three-year partnership with Tate, a group of four galleries: Tate Modern, Tate Britain, Tate Liverpool and Tate St Ives. This new partnership will focus on three upcoming exhibitions at Tate Britain. From October 2023 it will also support an expanded community programme at Tate Britain. The partnership will allow Lockton and Tate to deliver on their shared agenda of promoting artistic risk-taking, community engagement and access to art for all. Our partnership also means that our UK Associates will get access to the Tate exhibitions and will be an integral part of the relationship. Tate first opened its doors to the public in 1897 with one site. Today it has four major sites and holds the national collection of British art from 1500 to the present day and international art from 1900 to the present day, including nearly 70,000 pieces of art. EJ Hentenaar, CEO of Lockton Europe, said: “Lockton is incredibly proud to launch our new multi-year partnership with Tate, encompassing our shared values of independence, diversity and inclusion. I am particularly excited about our support of the community programme next year, allowing us to deliver on our shared ambitions and foster greater cultural awareness.” May 8, 2023 Lockton recognized a... Lockton is proud to announce it has been selected as a US Best Managed Company for the third year in a row. Sponsored by Deloitte Private and The Wall Street Journal, the program recognizes outstanding U.S. private companies and the achievements of their management teams. The 2023 designees are U.S. private companies that have demonstrated excellence in strategic planning and execution, a commitment to their people and fostering a dynamic culture, as well as strong financials. Designees propelled their businesses forward and remained true to their purpose and values by investing in their people, creating advantage through digital transformation and demonstrating their commitment to diversity, equity, and inclusion. Lockton recently surpassed $3 billion in revenue after 57 years in business, with $1 billion of that growth occurring in the past 24 months. While experiencing incredible growth across the business, the company remains true to its caring culture and shared values. This growth is a testament to Lockton's amazing people and their commitment to providing outstanding service and value to clients. Applicants are evaluated and selected by a panel of external judges focused on assessing hallmarks of excellence in four key areas: strategy, ability to execute, corporate culture and governance/financial performance. They join a global ecosystem of honorees from more than 46 countries recognized by the Best Managed Companies program. About the Best Managed Companies Program The Best Managed Companies program is a mark of excellence for private companies. U.S. designees have revenues of at least $250 million. Hundreds of private companies around the world have competed for this designation in their respective countries through a rigorous and independent process that evaluates four key criteria in their management skills and practices — strategy, execution, culture and governance/financials. U.S. program sponsors are Deloitte Private and The Wall Street Journal. For more information, visit www.usbestmanagedcompanies.com.

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Employee Benefits Account Manager
Philadelphia, Pennsylvania , United States of America
Client Services
Apply now Share
Employee Benefits Account Manager
Philadelphia, Pennsylvania , United States of America
Client Services
Apply now Share
Working at Lockton
Business unit
Northeast Series
Lockton Benefits Offerings
Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention
Acknowledges receipt of client question in a timely manner (within 24 hours)
Engages appropriate resources to set expectations on timing
Communicates expected timing to client and update those expectations when necessary
Holds internal resources and carrier partners accountable to ensure deliverable deadline is met
Leads all core service delivery activity including but not limited to:
Completes tasks assigned to the ‘support role’ in the client engagement workbook
Client service calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading;
ensures updated log is emailed to the client
Updates and sends monthly claims to client prior to month end (ensure account lead reviews in a timely manner)
Ensures tracking is peer reviewed by finance team prior to release to client

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Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required

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