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Account Manager - Employee Benefits

Lockton Insurance Brokers

in Los Angeles CA / San Francisco CA / Carlsbad CA

Lockton Insurance Brokers

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. A few of the reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!


  • Services designated book of business as relating 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 Client and Carrier
  • Gathers and compiles exposure information from the Client
  • Requests and collects quotes (new and renewal) from carriers as instructed
  • Facilitates quotes, amendments, and reinstatements for requested changes as needed
  • Monitors Client data warehouse (BenefitPoint) to ensure data integrity
  • Assesses and interprets claims experience for the Client
  • Analyzes quotes from carriers to determine appropriate recommendations for Client
  • Obtains policy, then conducts a contract comparison to ensure completeness
  • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
  • Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
  • Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
  • Collaborates with senior staff in selecting new markets for submissions and procure proposals
  • Coordinates the mailing of compliance communications as needed
  • Provides benefits administration support to Client’s Human Resources team
  • Monitors annual commission levels and annual commission reports for accuracy
  • Researches industry trends
  • Researches government compliance/regulations to educate Client
  • Mentors and trains Account Administrator
  • Performs other responsibilities and duties as needed


  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Typically 3 years of Client services experience is required
  • 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 complete 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

How to Apply

Please send your resume and cover letter to Michael Dupree - and/or Arlene Williams -

This ad has been viewed 691 times. It expires on 8/25/2018.

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