Account Manager- People Solutions

Lockton Inc

  • Phoenix, AZ
  • 3 days ago

    Highlights

    Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle. The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts across our People Solutions team.

    Numbers & Facts

    LocationPhoenix, AZ

    Description

    The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients' accounts across our People Solutions team.

    Position responsibilities

    • Services designated book of business as relating to marketing, assisting with claim issues, 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 Client and Carrier
    • Facilitates vendor quotes, amendments, and reinstatements for requested changes as needed
    • Conducts and creates benefit benchmarking studies, design plan comparison reports, and Client presentation materials
    • Obtains policy, then conducts a contract comparison to ensure completeness
    • Schedules necessary Client meetings and generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
    • Reviews the employee notice packets and other compliance communications as needed
    • Provides benefits administration support to Client's Human Resources team
    • Communicate on a professional level with insurance carriers and other vendors to address client issues in a manner that produces optimum results in a timely fashion.
    • Overall responsibility for managing updates to Client employee facing communications
    • Prepare and conduct open enrollment presentations and meetings
    • Knowledge of government compliance/regulations to educate Client and respond to client inquiries. Mentors and trains Account Administrator
    • Performs other responsibilities and duties as needed

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