Benefits Analyst

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, that independence has allowed us to serve our clients, take care of our people and give back to our communities. Lockton is a very human company in a very human business. We believe in the power of our people and provide the tools and resources to help them reach their ultimate potential. That support and care empowers 13,100+ Associates doing business in over 150 countries to do what's right every day. To see the latest insights from Lockton experts, check out the Lockton Market Update.

About Lockton Northeast

For the Northeast Series, you'll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.

Position Overview

The Benefits Analyst is Lockton Northeast's entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program, which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.

Core Responsibilities

• Responds to Client inquiries, maintaining documentation of communications, existing issues, and issue resolutions
• Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy, including support as part of the client service team from strategy planning through to renewal
• Sends compliance communications as needed
• Manages open enrollment communications process, including presentation support
• Reviews plan documents and materials for accuracy
• Responds to emails in a timely manner (within 24 hours)
• Updates client call logs
• Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicates to the team if they anticipate any challenges meeting deliverables
• Develops proficiency in benchmarking, 5500 preparations, marketings, cost report, and other tools outlined in Client Engagement workbook
• Completes the Career Foundations Program (CFP) within 2 years
• Attends all training sessions; drives engagement and builds a relationship with mentor
• Gains entry-level knowledge of employee benefits and group insurance
• Develops a basic understanding of Lockton and the services we provide