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Account Manager - Employee Benefits

Lockton · Irvine, CA

Spotted 19h ago

Job details

Education
Bachelor's degree
Posted
Oct 31, 2026
Last confirmed open
Oct 31, 2026
Job description

About this role

Your Responsibilities

  • Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space.
  • This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service.
  • As an Account Manager, you will support the day-to-day management and servicing of employee benefits policies, ensuring client satisfaction and successful renewals.
  • The ideal candidate will have a fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations.
  • They will work collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients.
  • Position Responsibilities Service a designated book of business, including marketing, assisting with claim issues, and administration.
  • Support the implementation or transition of new/existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers.
  • Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes as needed.
  • Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness.
  • Conduct and create benefit benchmarking studies, design plan comparison reports, and client presentation materials.
  • Initiate obtaining policies and conduct contract comparisons to ensure completeness.
  • Initiate and monitor receipt of renewals & quotes from carriers once submitted and negotiated by more senior staff.
  • Generate materials for client presentations and meetings.
  • Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients, as directed, with timely responses to back to the clients.
  • Initiate communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation.
  • Build and develop relationships with clients, carriers, and other vendors.
  • Research industry trends, carrier product offerings, and governmental regulations.
  • Learn and collaborate with senior staff, fostering a collaborative and supportive work environment.
  • Perform other responsibilities and duties as requested to support the team and clients.

Qualifications

  • Position Qualifications Bachelor’s Degree in Business Administration or related field, or equivalent years of experience.
  • Typically, two years of related client services experience is required.
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
  • Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
  • Ability to work in a team environment and manage multiple tasks & projects with competing deadlines.
  • Ability to attend industry training sessions and complete continuing education requirements as needed.
  • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
  • Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.
  • Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
  • Legally able to work in the United States.
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