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    Senior Benefits Analyst - Dallas, United States - Lockton Companies

    Lockton Companies
    Lockton Companies Dallas, United States

    3 weeks ago

    Default job background
    Description
    At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,

    you belong here.
    Business unit

    Lockton-Dunning Series
    Schedule

    Full-time
    Job type

    Standard
    Workplace

    In Office
    Your Responsibilities


    Description:
    Receives and responds to routine Client's inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
    Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
    Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
    Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
    Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
    Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
    Assists with financial reporting for renewals by gathering and compiling Client details
    Executes any requested changes on policies
    Periodically assists in loss-run requests
    Extends expiring binders as requested by senior staff
    Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
    Assistants in the upkeep of carrier product information
    Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
    Maintains and keeps records of Clients
    Compiles preliminary numbers for promulgating experience modification, and orders worksheets
    Issues and processes Client invoicing
    Assist is the research of invoice and billing errors
    Acquires an understanding of insurance brokerage business and account servicing processes
    Researches industry trends and governmental regulations
    Performs other responsibilities and duties as needed
    Qualifications


    Qualifications:
    Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
    Up to three 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
    Equal Opportunity Statement

    Lockton Companies is proud to provide everyone an equal opportunity to grow and advance.

    We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

    At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone.

    We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences.

    As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

    About Lockton

    Lockton is the largest privately held independent insurance brokerage in the world.

    Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities.

    As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what's right every day.
    At Lockton, we believe in the power of all people. You belong at Lockton.
    How We Will Support You

    At Lockton, we empower you to be true to yourself in all that you do.

    Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

    We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

    Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc.

    Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity.

    Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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