The Lockton team is currently seeking a dynamicSenior Benefit Analystfor 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
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
*Please include cover letter with all applications.
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.