Account Administrator - Benefits

Missouri, Missouri

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

Responsibilities:

  • Responsible for implementing new client launches in Executive Benefits including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc).
  • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys.
  • Meets with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules.
  • Process licensing, life and disability insurance applications.
  • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc.
  • Responsible for explaining new benefit offerings and communication strategies to existing clients.
  • Develops prospective client proposals.


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Requirements:

Qualifications:

  • At least 2-5 years' experience in the life and disability insurance industry
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
  • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint).
  • Demonstrated presentation skills including preparation and execution.
  • Strong project management and organizational skills.
  • Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
  • Ability to interact with vendors effectively.
  • Licenses required: Life and Health, Finra series 6 and 63.
  • Legally able to work in the United States.
Created: 2024-08-27
Reference: 2301L8
Country: United States
State: Missouri
City: Missouri

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