Account Manager CDMX
The Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts.
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Services designated book of business as relating to marketing, claims, and administration
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Responds to Client’s inquiries and maintains documentation of Client communications, existing issues, and issue resolutions
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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
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Gathers and compiles exposure information from the Client
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Requests and collects quotes (new and renewal) from carriers as instructed
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Facilitates quotes, amendments, and reinstatements for requested changes as needed
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Monitors Client data warehouse (BenefitPoint) to ensure data integrity
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Assesses and interprets claims experience for the Client
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Analyzes quotes from carriers to determine appropriate recommendations for Client
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Obtains policy, then conducts a contract comparison to ensure completeness
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Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
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Submits complete information for inputting Client information into data management system, ensuring accuracy and completeness
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Generates materials for Client presentations and meetings, including all material and on-site meetings involved with the benefit enrollment life cycle
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Collaborates with senior staff in selecting new markets for submissions and procure proposals
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Coordinates the mailing of compliance communications as needed
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Provides benefits administration support to Client’s Human Resources team
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Monitors annual commission levels and annual commission reports for accuracy
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Researches industry trends
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Researches government compliance/regulations to educate Client
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Mentors and trains Account Administrator
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Performs other responsibilities and duties as needed
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Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
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Typically 3 years of Client services experience is required
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Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
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Strong verbal and interpersonal communication skills required
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Understands industry trends and governmental regulations
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Ability to complete continuing education requirements as needed
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Ability to attend company, department, and team meetings as required, including industry training sessions
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Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
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Ability to efficiently organize work and manage time in order to meet deadlines
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Ability to travel by automobile and aircraft
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Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
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Ability to work on a computer for a prolonged amount of time
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Ability to work outside of normal business hours as needed
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Legally able to work in the United States
Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
**NO AGENCIES PLEASE** Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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