Account Manager

Kansas City, Missouri

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

Description:

  • Services designated book of business as relating to marketing, claims, and administration
  • Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
  • Supports implementation or transition of new/existing lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
  • Gathers and compiles exposure information from the Client
  • Requests and collects quotes (new and renewal) from carriers as instructed
  • Facilitates quotes, amendments, and reinstatements for requested changes as needed
  • Monitors Client data warehouse (BenefitPoint) to ensure data integrity
  • Assesses and interprets claims experience for the Client
  • Analyzes quotes from carriers to determine appropriate recommendations for Client
  • Obtains policy, then conducts a contract comparison to ensure completeness
  • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
  • Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
  • Collaborates with senior staff in selecting new markets for submissions and procure proposals
  • Coordinates the mailing of compliance communications as needed
  • Provides benefits administration support to Client’s Human Resources team
  • Monitors annual commission levels and annual commission reports for accuracy
  • Researches industry trends
  • Researches government compliance/regulations to educate Client
  • Mentors and trains Account Administrator
  • Performs other responsibilities and duties as needed


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Requirements:

Qualifications:

  • Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
  • Typically 3 years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • 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 deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • 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
Created: 2024-06-17
Reference: 2400RX
Country: United States
State: Missouri
City: Kansas City
ZIP: 64161

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