Senior Account Manager - People Solutions

Position Objective
Responsible for the servicing and marketing needs of Lockton clients under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures.

Essential Duties\:

• Effectively manage service/project plan timeline for each client as developed by the AE
• Request and manage receipt of all renewals from carriers
• Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts
• Prepare RFPs for bid solicitation
• Manage carrier/vendor responses and questions during bid solicitation
• Clarify questions with carriers and Lockton AE
• Review and summarize proposals in RFP template
• Notify carriers in a timely manner of final decisions once client has made final decisions
• Initiate and manage all administration activity relative to implementing a new carrier
  • Contract reviews
  • Implementation meetings/calls
  • Carrier introductions
• Prepare and manage the employee communications material, including but not limited to\:
  • Enrollment Guides
  • Annual Enrollment Meeting PowerPoint Presentation
  • CEO Letters
  • Announcements
  • New Hire Guides
• Conduct employee meetings as needed
• Prepare initial claim projections when appropriate
• Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client
• Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate
• Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE