The Key Accounts Analyst provides administrative support involving client written and verbal communications, client filing, compliance, and client data management.

EXPECTED CONTRIBUTIONS

• Effectively manage data requests and process, including filing and tracking
• Maintain Client Service Plan for all assigned clients
• Work with the BRG and ResourcePro to update and maintain accurate client data within BenefitPoint
• Review all plan documents from carriers for accuracy for assigned clients
• Create/Update employee facing communications for assigned clients
• Responsible for working with the BRG for the audio creation of Brainshark presentations and assisting core teams in the creation process.
• Assist with onboarding of new clients
• Assist with termination of clients
• Work with the BRG for the generation of compliance documentation; complete first-pass review
• Formatting of client facing presentations for Lockton and/or client Brand Guidelines
• Take, maintain, and finalize meeting notes
• Perform analytic activities, including but not limited to, benchmarking, demographic, and SDoH analyses for assigned clients
• Day-to-day customer service
• Other duties as assigned by Account/Senior Account Manager, Account Executive, and/or Unit Manager

STRENGTHS OF A SUCCESSFUL BENEFIT RESOURCE GROUP ANALYST

• An eagerness and enthusiasm to learn and be a part of Key Accounts within People Solutions
• Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• An ability to excel at multi-tasking, adapting to change and working on tight deadlines to meet our clients’ needs
• An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
• The entrepreneurial spirit, with a desire to learn the industry and grow within the Company
• The initiative to actively participate in personal development and the pursuit of technical excellence

REWARDS OF BEING A KEY ACCOUNTS ANALYST AT LOCKTON

• Ongoing one-on-one coaching sessions including meaningful feedback
• Networking opportunities
• A balance of individual and collaborative work within a team environment
• Contributing to meaningful work valued by our clients
• Opportunities to participate in social activities and community giving events
• Opportunity to establish a fulfilling career within the insurance industry with an emphasis on Employee Benefits