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Account Manager
Account ManagerLockton Companies • Washington DC, United States of America
Account Manager

Account Manager

Lockton Companies • Washington DC, United States of America
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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; ensures updated log is emailed to the client at least 30 minutes prior to call)
    • Monthly Claims Tracking (updates and sends monthly claims to client prior to month end; 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 (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
  • 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)
  • Legally able to work in the United States and will not require sponsorship for this position, now or in the future

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Account Manager • Washington DC, United States of America

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