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Account Manager - Plano, United States - Lockton Companies
Description
Account Manager - Life, Disability, & Absence ManagementAt 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.
Secondary locations
Philadelphia, Atlanta, Houston, Dallas, Kansas City
Business unit
Lockton-Dunning Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Lockton Companies is currently seeking a results-oriented Account Manager to join the Integrated Absence Solutions (IAS) team. This role is responsible for supporting Lockton's IAS core services with
engagements that support the client's disability, life, and absence programs, including long term disability (LTD), short term disability (STD), family & medical leave act (FMLA) and other time away from work solutions.
Role:
Work directly with internal client teams and manage the request for proposal (RFP) process and renewals with vendor partners, will be client facing as needed
Collect, review and prepare data necessary to prepare and issue RFPs to market for quotes on Life, Disability, and/or Leaves program(s) for multiple client accounts
Distribute RFI/RFPs and coordinate vendor RFI/RFP responses
Conduct qualitative and quantitative comparative analyses for Life, Disability and Leave Administration, and Requests for Proposal
Perform quality control and data validation checks on the various client data sets
Integrate data from multiple data sets into relevant client reports
Project management, managing the quality and timeliness of deliverables; delegates to junior colleagues and reviews their work
Establish & build necessary carrier/vendor relationships with appropriate contacts
Negotiate with vendors to secure client's plan coverage and sustainable pricing
Work with colleagues on client engagements, including supporting the overall delivery, strategy, financial evaluations, plan design, renewal, business placement, benchmarking, and other studies
Assist in the review of all agreements and/or documents related to client's Life/Disability coverage and/or Leave Administration services including plan/policy documents and administrative agreements to ensure accuracy and prevent gaps in coverage
Review specific benefit design elements that are outdated and have pricing impacts to current risk and pricing
Coordinate workflow with Senior Account Executive and/or Account Executive
Prepare task lists, reports and presentations as needed
Develop and update tracking for project and client deliverables
Continuous quality improvement on processes, policies, and reporting to improve efficiency and innovation
Other responsibilities as required
Qualifications
Bachelor's Degree (or relative work experience) required, insurance or business-related field preferred
Minimum of 2 years of experience in the absence management field, specific experience with group disability/life plans and company leave programs
Underwriting/pricing experience for life and disability group insurance benefits required
Knowledge of Life/AD&D/STD/LTD/LOA plan provisions, contracts, and risk management
Strong analytical and mathematical skills, planning, communication, and listening skills
Ability to project manage high volume of work with IAS team members, internal client teams, clients, and carrier partners
Negotiate marketing and renewal results directly with carriers
Advanced Microsoft Office skills – ability to manipulate large volumes of data and macro enabled workbooks in Excel, and PowerPoint
Strong customer service skills with a proven track record of delivering exceptional client service
Demonstrated proficiency with Microsoft Office products (Excel, PowerPoint, Word, Outlook) with advanced ability to manipulate large spreadsheets
Understands data sources, processes, formulas and output
Detail-oriented with excellent organizational and time management skills with ability to manage changing priorities as needed
Ability to perform work accurately and completely in a timely manner
Excellent communication, analytical and critical thinking skills with proven ability to interact with associates and vendors at all levels of responsibility
Proven ability to manage multiple projects simultaneously and prioritize and scale in a fast-paced environment
Legal right to work in the United States
#LI-JW2
#LI-Hybrid
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 LocktonLockton 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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