Account Manager

Dallas, TX, United States

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.

About the Position Lockton is a global professional services firm with 8,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

Opportunities for growth and advancement, including paid training and professional development

12-week paid parental leave

A huge emphasis on community involvement

Frequent athletic and wellness events

Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Business unit Lockton-Dunning Series

Schedule Full-time

Job type Standard

Workplace Hybrid

Your Responsibilities Lockton Dunning Benefits is seeking an Account Manager responsible for possessing and applying knowledge of industry trends and related regulations while servicing clients’ accounts in an innovative and efficient manner. This position will also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

Responsibilities

• Supports the operations of a designated book of business as it relates 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 team lead

• Gathers and compiles client’s information for possible high claimant discrepancies

• Requests and collects quotes (new and renewal) from carriers as instructed

• Responsible for gathering and processing request for proposals (RFP’s) and any other client reports

• Collects quotes, amendments and reinstatements for requested changes as needed

• Monitors Client data warehouse (BenefitPoint) to ensure data integrity and proactively identifies any inconsistencies

• Assesses and interprets claims experience for monthly client reports

• Maintains materials for Client presentations for OE and strategy meetings by utilizing established templates and partnering with our internal marketing team

• Coordinates with carrier and clients on the distribution of compliance communications as needed

• Audits annual commission levels and annual commission reports for accuracy and provides feedback to Team Lead

• Researches government compliance/regulations to create educational materials

• Ability to perform all Senior Benefit Analyst job responsibilities, duties and expectations

• Performs other responsibilities and duties as needed

Qualifications Requirements

• Bachelor’s degree in Business related field and/or equivalent years of experience

• Minimum 2 years of employee benefits experience in insurance industry

• 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 protect confidential Client and company information

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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