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Lockton

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Senior Benefit Analyst

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The Lockton team is currently seeking a dynamic Senior Benefit Analyst for our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.

Responsibilities\:

  • Provide broad administrative support to the Account Manager and Account Executive in the following activities\:
  • Client enrollment meetings
  • Mid-Year/Client Renewals
  • Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
  • Develop mutually beneficial relationships with insurance carriers and administrators
  • Prepare Service Schedules & Maintain Open Item Lists
  • Report Preparation (experience reports, management reports, various marketing reports)
  • Provide AE and/or UM with necessary components needed to complete renewal projections
  • Attend staff meetings, department, and carrier meetings as well as educational workshops
  • New Client Set-Up; Existing Client File Maintenance
  • Create and distribute Client & Carrier correspondence
  • Update Client and Carrier information in applicable database
  • Deliver outstanding customer service
  • Complete special projects

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