Senior Benefit Analyst
Full Job Posting
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
- Compensation and Benefits
- Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
- Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
- Check out Lockton Benefits Offerings Here
Qualifications
- Bachelor's Degree in Business Administration and/or 1-3 years’ administrative experience in a professional office environment required
- Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations
- High aptitude for mathematical calculations including multiplication, division, and percentages
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
- Demonstrated analytical and problem-solving skills, including research and investigation
- Demonstrated understanding of when to proceed alone and when to involve other Associates
- Demonstrated ability to understand and execute oral and written instruction
- Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
- Ability to communicate professionally with external clients
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance
About Lockton
The world's largest privately held independent insurance brokerage.
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