Lockton
About Lockton Northeast
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic) growth.
Position Overview The Benefits Analyst is Lockton Northeast’s entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities
Responds to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions
Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal
Sends compliance communications as needed
Manages open enrollment communications process including presentation support
Reviews plan documents and materials for accuracy
Responds to emails in timely manner (within 24 hours)
Updates client call logs
Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables
Develops proficiency in benchmarking, 5500 preparations, marketing, cost report, and other tools outlined in Client Engagement workbook
Completes the Career Foundations Program (CFP) within 2 years
Attends all training sessions; drive engagement and build a relationship with mentor
Gains entry level knowledge of employee benefits and group insurance
Develops a basic understanding of Lockton and the services we provide
Performs other responsibilities and duties as needed
A successful candidate will
Solicit feedback regularly from team and actively make progress towards goals
Take meeting notes and send out within 24 hours
Exhibit an eagerness and enthusiasm to learn and be a part of a team
Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients’ needs
Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
Exhibit intellectual curiosity
Take initiative to solve problems independently before seeking help
Actively participate in the Career Foundations Program
Pursue technical excellence through professional designations, industry workshops, etc.
Seek out new work assignments and assist other team members when capacity allows
Qualifications
Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy.
Ability to efficiently organize work and manage time in order to meet deadlines
Exceptional verbal, written, and interpersonal skills
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Willingness and ability to work outside of normal business hours and travel as needed
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Exhibits strong written and oral communication
Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future
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For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic) growth.
Position Overview The Benefits Analyst is Lockton Northeast’s entry-level position and is designed for a recent college graduate or experienced professional with 1 to 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and/or Account Executives.
Core Responsibilities
Responds to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions
Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal
Sends compliance communications as needed
Manages open enrollment communications process including presentation support
Reviews plan documents and materials for accuracy
Responds to emails in timely manner (within 24 hours)
Updates client call logs
Sets expectations with internal team on deliverable format, timing, etc.; completes tasks within deadlines and communicating to team if they anticipate any challenges meeting deliverables
Develops proficiency in benchmarking, 5500 preparations, marketing, cost report, and other tools outlined in Client Engagement workbook
Completes the Career Foundations Program (CFP) within 2 years
Attends all training sessions; drive engagement and build a relationship with mentor
Gains entry level knowledge of employee benefits and group insurance
Develops a basic understanding of Lockton and the services we provide
Performs other responsibilities and duties as needed
A successful candidate will
Solicit feedback regularly from team and actively make progress towards goals
Take meeting notes and send out within 24 hours
Exhibit an eagerness and enthusiasm to learn and be a part of a team
Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients’ needs
Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
Exhibit intellectual curiosity
Take initiative to solve problems independently before seeking help
Actively participate in the Career Foundations Program
Pursue technical excellence through professional designations, industry workshops, etc.
Seek out new work assignments and assist other team members when capacity allows
Qualifications
Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy.
Ability to efficiently organize work and manage time in order to meet deadlines
Exceptional verbal, written, and interpersonal skills
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Willingness and ability to work outside of normal business hours and travel as needed
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Exhibits strong written and oral communication
Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future
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