Senior Account Analyst - Private Equity
Lockton, Inc.Charlotte, NC, United States14 hours ago
Job type
- Full-time
Job descriptionBachelor's Degree in Business Administration and / or 1-3 years' administrative experience in a professional office environment required Working knowledge of Microsoft products (Word, Excel, Outlook) with advanced knowledge of spreadsheet applications and formula calculations High aptitude for mathematical calculations including multiplication, division, and percentages Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines Demonstrated analytical and problem-solving skills, including research and investigation Demonstrated understanding of when to proceed alone and when to involve other Associates Demonstrated ability to understand and execute oral and written instruction Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility Ability to communicate professionally with external clients Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance Please include cover letter with all applications.
Job Summary :
The Lockton team is currently seeking a dynamicSenior Benefit Analystfor our Employee Benefits consulting group. This analyst is responsible for assisting in the marketing and servicing requirements of new and renewal Employee Benefits accounts. Long-term career potential and advancement opportunities to an Account Manager exist for dedicated and motivated professionals.
Responsibilities :
- Provide broad administrative support to the Account Manager and Account Executive in the following activities :
- Client enrollment meetings
- Mid-Year / Client Renewals
- Marketing efforts (develop RFPS; Coordinate vendor responses and follow-up; prepare final Marketing Report; ensure correct commission levels are included)
- Develop mutually beneficial relationships with insurance carriers and administrators
- Prepare Service Schedules & Maintain Open Item Lists
- Report Preparation (experience reports, management reports, various marketing reports)
- Provide AE and / or UM with necessary components needed to complete renewal projections
- Attend staff meetings, department, and carrier meetings as well as educational workshops
- New Client Set-Up; Existing Client File Maintenance
- Create and distribute Client & Carrier correspondence
- Update Client and Carrier information in applicable database
- Deliver outstanding customer service
- Complete special projects
Requirements : Qualifications :
Create a job alert for this search
Senior Analyst Equity • Charlotte, NC, United States