Lockton Dallas , TX 75201
Posted 1 month ago
Lockton Dunning Benefits is seeking an Account Manager responsible for possessing and applying knowledge of industry trends and related regulations while servicing clients' accounts in an innovative and efficient manner. This position will also develop and maintain favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
Responsibilities
Supports the operations of a designated book of business as it relates to marketing, claims 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 team lead
Gathers and compiles client's information for possible high claimant discrepancies
Requests and collects quotes (new and renewal) from carriers as instructed
Responsible for gathering and processing request for proposals (RFP's) and any other client reports
Collects quotes, amendments and reinstatements for requested changes as needed
Monitors Client data warehouse (BenefitPoint) to ensure data integrity and proactively identifies any inconsistencies
Assesses and interprets claims experience for monthly client reports
Maintains materials for Client presentations for OE and strategy meetings by utilizing established templates and partnering with our internal marketing team
Coordinates with carrier and clients on the distribution of compliance communications as needed
Audits annual commission levels and annual commission reports for accuracy and provides feedback to Team Lead
Researches government compliance/regulations to create educational materials
Ability to perform all Senior Benefit Analyst job responsibilities, duties and expectations
Performs other responsibilities and duties as needed
#LI-KC2
Requirements
Bachelor's degree in Business related field and/or equivalent years of experience
Minimum 2 years of employee benefits experience in insurance industry
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
Understands industry trends and governmental regulations
Ability to protect confidential Client and company information
#LI-KC2
Additional Information
Lockton