Position responsibilities
The Account Administrator is responsible for providing client service to an assigned book of clients, working under the leadership of the service team (Account Manager and/or Account Executive)
This individual is responsible for supporting the unit in maintaining databases (e.g., ReSourcePro and Benefitpoint) and other administrative tasks as assigned
Assist client in addressing and resolving issues involving claims, administration and compliance
Support the service team on all client materials. Interact with the Communications Team to initiate communication needs, track deadlines, review materials for accuracy, provide edits (or make them directly when possible), and provide input on content.
Assist the service team in preparing for open enrollment. This is to include initiating the request of carrier materials, reviewing carrier materials for accuracy, and at the direction of the service team, sending materials to the client. Assist in the development and review of all other materials we may provide to a client - Benefit Guides, Open Enrollment Presentations, Brainshark recordings, Notice Packets, etc.
Assist the service team with client renewals and marketing, including preparing and updating benefit comparison and cost spreadsheets.
Accurately enter and maintain all client information in the data warehouse
Perform other work-related duties as assigned
Position qualifications
Bachelor's Degree in Business Administration or related field and/or 2 years of work experience
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal, written and interpersonal communication skills required
Ability to efficiently organize work and manage time in order to meet deadlines
Previous medical benefit knowledge, administrative and/or customer service experience preferred
High aptitude for accuracy and strong attention to detail required
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to travel by automobile and aircraft
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
If you are ready to experience the Lockton difference, APPLY NOW!
Lockton is the world's largest privately owned, independent insurance broker and consultant. As a global professional services firm, we specialize in risk management, employee benefits and retirement services. During the past 50- plus years, Lockton has built its reputation and culture by providing excellent service to our three key stakeholders: clients, Associates and communities.