The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.
Responsibilities:
- Provide broad administrative support to the Account Manager and Account Executive in the following activities:
- Client enrollment meetings
- Mid-Year/Client Renewals
- Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
- Develop mutually beneficial relationships with insurance carriers and administrators
- Prepare Service Schedules & Maintain Open Item Lists
- Report Preparation (experience reports, management reports, various marketing reports)
- Provide AE and/or UM with necessary components needed to complete renewal projections
- Attend staff meetings, department, and carrier meetings as well as educational workshops
- New Client Set-Up; Existing Client File Maintenance
- Create and distribute Client & Carrier correspondence
- Update Client and Carrier information in applicable database
- Deliver outstanding customer service
- Complete special projects
The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.
Responsibilities:
- Provide broad administrative support to the Account Manager and Account Executive in the following activities:
- Client enrollment meetings
- Mid-Year/Client Renewals
- Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
- Develop mutually beneficial relationships with insurance carriers and administrators
- Prepare Service Schedules & Maintain Open Item Lists
- Report Preparation (experience reports, management reports, various marketing reports)
- Provide AE and/or UM with necessary components needed to complete renewal projections
- Attend staff meetings, department, and carrier meetings as well as educational workshops
- New Client Set-Up; Existing Client File Maintenance
- Create and distribute Client & Carrier correspondence
- Update Client and Carrier information in applicable database
- Deliver outstanding customer service
- Complete special projects
Qualifications:
- Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
- Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
- High aptitude for mathematical calculations including multiplication, division, and percentages
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Demonstrated analytical and problem-solving skills, including research and investigation
- Demonstrated understanding of when to proceed alone and when to involve other Associates
- Demonstrated ability to understand and execute oral and written instruction
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Ability to communicate professionally with external clients
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance
Qualifications:
- Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
- Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
- High aptitude for mathematical calculations including multiplication, division, and percentages
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Demonstrated analytical and problem-solving skills, including research and investigation
- Demonstrated understanding of when to proceed alone and when to involve other Associates
- Demonstrated ability to understand and execute oral and written instruction
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Ability to communicate professionally with external clients
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance
