What are the responsibilities and job description for the Key Accounts Analyst position at Lockton Careers?
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
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