Key Accounts Analyst

The Key Accounts Analyst provides administrative support involving client written and verbal communications, client filing, compliance, and client data management.

EXPECTED CONTRIBUTIONS

• Effectively manage data requests and process, including filing and tracking

• Maintain Client Service Plan for all assigned clients

• Work with the BRG and ResourcePro to update and maintain accurate client data within BenefitPoint

• Review all plan documents from carriers for accuracy for assigned clients

• Create/Update employee facing communications for assigned clients

• Responsible for working with the BRG for the audio creation of Brainshark presentations and assisting core teams in the creation process.

• Assist with onboarding of new clients

• Assist with termination of clients

• Work with the BRG for the generation of compliance documentation; complete first-pass review

• Formatting of client facing presentations for Lockton and/or client Brand Guidelines

• Take, maintain, and finalize meeting notes

• Perform analytic activities, including but not limited to, benchmarking, demographic, and SDoH analyses for assigned clients

• Day-to-day customer service

• Other duties as assigned by Account/Senior Account Manager, Account Executive, and/or Unit Manager

STRENGTHS OF A SUCCESSFUL BENEFIT RESOURCE GROUP ANALYST

• An eagerness and enthusiasm to learn and be a part of Key Accounts within People Solutions

• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing

• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients' needs

• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality

• The entrepreneurial spirit, with a desire to learn the industry and grow within the Company

• The initiative to actively participate in personal development and the pursuit of technical excellence

REWARDS OF BEING A KEY ACCOUNTS ANALYST AT LOCKTON

• Ongoing one-on-one coaching sessions including meaningful feedback

• Networking opportunities

• A balance of individual and collaborative work within a team environment

• Contributing to meaningful work valued by our clients

• Opportunities to participate in social activities and community giving events

• Opportunity to establish a fulfilling career within the insurance industry with an emphasis on Employee Benefits

• Advanced knowledge of Microsoft products, Excel and PowerPoint being a priority

• Ability and willingness to complete moderately complex mathematical calculations including Excel formulas and ability to determine reasonability of final product

• Highly effective communication skills (both verbal and written)

• Organizational and time management skills desired to effectively prioritize various projects containing time sensitive deadlines

• Provides high quality service; understands and demonstrates ability/desire to "out-perform, out-deliver and be out-in-front"

• Work comfortably within the team but is flexible to adapt and work independently

• Ability to understand when to proceed alone and when to involve others

• Proactively seeks out new work assignments and assists other associates/team members when capacity allows and strives to learn new approaches, techniques, and methods

• Understands the professional standards and conforms readily to those standards

• Strong project management skills

• Ability to travel occasionally

• Legal right to work in the United States

Additional Information