Position Objective
Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.
Essential Duties:
- Effectively manage service/project plan timeline for each client as developed by the AE
- Request and manage receipt of all renewals from carriers
- Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts
- Prepare RFPs for bid solicitation
- Manage carrier/vendor responses and questions during bid solicitation
- Clarify questions with carriers and Lockton AE
- Review and summarize proposals in RFP template
- Notify carriers in a timely manner of final decisions once client has made final decisions
- Initiate and manage all administration activity relative to implementing a new carrier
- Contract reviews
- Implementation meetings/calls
- Carrier introductions
- Prepare and manage the employee communications material, including but not limited to:
- Enrollment Guides
- Annual Enrollment Meeting PowerPoint Presentation
- CEO Letters
- Announcements
- New Hire Guides
- Conduct employee meetings as needed
- Prepare initial claim projections when appropriate
- Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client
- Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate
- Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE
Position Objective
Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.
Essential Duties:
- Effectively manage service/project plan timeline for each client as developed by the AE
- Request and manage receipt of all renewals from carriers
- Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts
- Prepare RFPs for bid solicitation
- Manage carrier/vendor responses and questions during bid solicitation
- Clarify questions with carriers and Lockton AE
- Review and summarize proposals in RFP template
- Notify carriers in a timely manner of final decisions once client has made final decisions
- Initiate and manage all administration activity relative to implementing a new carrier
- Contract reviews
- Implementation meetings/calls
- Carrier introductions
- Prepare and manage the employee communications material, including but not limited to:
- Enrollment Guides
- Annual Enrollment Meeting PowerPoint Presentation
- CEO Letters
- Announcements
- New Hire Guides
- Conduct employee meetings as needed
- Prepare initial claim projections when appropriate
- Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client
- Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate
- Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE
Qualifications:
- Bachelor’s degree or equivalent education and/or experience
- Five+ years’ working knowledge of employee benefits or related experience
- Experience in marketing and servicing the employee benefit programs
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
- Develop and maintain strong working knowledge of PRISM
- Demonstrated analytical and problem-solving skills
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Strong public speaking skills to present during Enrollment Meetings
- Willingness to delegate as appropriate
- Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others
- Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
- Managing workflows proactively without AE interaction and in accordance with QA guidelines, and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome
- Ability to present proposals to clients in a professional manner
- Ability to coach and mentor other Associates
- Ability to consult clients on other Lockton services and insurance needs
- Ability to analyze quotes for coverage adequacy
- Personal presence to interface with insurance carriers’ representatives
- Ability to travel by automobile and aircraft, and stay for more than one day and night
- Strong communication and interpersonal skills with the ability to interact with Associates at all levels of responsibility
- The desire to take on a leadership role both internally and externally at Lockton
Qualifications:
- Bachelor’s degree or equivalent education and/or experience
- Five+ years’ working knowledge of employee benefits or related experience
- Experience in marketing and servicing the employee benefit programs
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
- Develop and maintain strong working knowledge of PRISM
- Demonstrated analytical and problem-solving skills
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Strong public speaking skills to present during Enrollment Meetings
- Willingness to delegate as appropriate
- Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others
- Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
- Managing workflows proactively without AE interaction and in accordance with QA guidelines, and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome
- Ability to present proposals to clients in a professional manner
- Ability to coach and mentor other Associates
- Ability to consult clients on other Lockton services and insurance needs
- Ability to analyze quotes for coverage adequacy
- Personal presence to interface with insurance carriers’ representatives
- Ability to travel by automobile and aircraft, and stay for more than one day and night
- Strong communication and interpersonal skills with the ability to interact with Associates at all levels of responsibility
- The desire to take on a leadership role both internally and externally at Lockton
