Account Administrator
Job Description
Description:
- This role will report directly to the Team Lead and must have the ability to take direction from a team of Account Managers and Account Executives.
- Responsible for servicing an assigned book of business which includes scheduling and participating in regular Client meetings/calls, creating meeting agendas, recording meeting notes and managing take-away items.
- Responsible for identifying when issues can be handled independently and when issues need to be escalated to the Account Manager and Account Executive.
- Receive and respond to routine Client inquiries, maintains documentation of communications, existing issues, and issue resolutions, escalating complex inquiries/issues to Account Manager or Account Executive.
- Participate in requests for proposal (RFP) as assigned by Account Executive or Account Manager.
- Prepare written correspondence and make telephone calls to carriers as requested by Account Manager or Account Executive.
- Review agreements, proposals, policies and certificates and for accuracy of coverage, content, and form completion
- Assist in the stewardship process by requesting and gathering enrollment, reporting and survey data. Compiles stewardship report to review with Account Manager or Account Executive.
- Help produces employee communications such as emails, flyers, benefit guides, etc.
- Assist with financial reporting by gathering and compiling Client details
- Research industry trends and stay informed on carrier product information
- Assist is the research of invoice and billing errors with enrollment partner/contact
- Acquire an understanding of insurance brokerage business and account servicing processes
- Perform other responsibilities and duties as needed
#LI-RB2
Qualifications:
- Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
- One to three years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel and PowerPoint)
- Experience with SalesForce is not required, but preferred.
- Strong verbal and interpersonal communication skills required
- Strong attention to detail required
- Ability to work at Lockton's Kansas City office located on the Country Club Plaza
- Ability to complete CEBS designation and continuing education requirements as needed
- 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 efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- 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
- Some travel required
Date Posted
01/31/2023
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