What are the responsibilities and job description for the Benefit Engagement Specialist position at Lockton, Inc.?
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
About the Position
The Benefit Engagement Specialist (BES) is responsible for creating impeccable service for BCInsourcing clients and our client’s employees by driving opportunities to conduct individual personalized benefit review sessions to educate and enroll on all core and voluntary benefit insurance products while building business relationships with our clients primarily in a face-to-face onsite environment operating at the client’s workplace. The Specialist is directly responsible for influencing the client-facing relationship by ensuring that the client’s leadership and each employee have a comprehensive understanding of our company’s model and their benefit options.
Business unit
BCInsourcing
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
Location: This position is on-site at Wellstar Kennestone Hospital in Marietta, GA.
ESSENTIAL FUNCTIONS
- Represents BCInsourcing as Company Ambassador to Wellstar Health System by engaging in purpose-driven dialogue with the department leaders, providing support while exercising independent judgment to cultivate effective business relationships, and maintaining rapport with all case partners and the client’s employees.
- Participates in providing SME-certified-license knowledge in clients’ HR/Benefit meetings, NEO presentations, and group meetings for client’s managers to navigate the concerns of their department’s employees.
- Makes independent decisions regarding outreach strategy while participating in the client’s initiatives and projects related to total rewards.
- Creates an approachable environment in primary and secondary workplace locations, traveling as necessary or operating remotely, to engage and counsel employees about their core and voluntary benefit options and coverages.
- Exercises self-driven time management to efficiently respond to face-to-face impromptu service requests and provide timely answers to client and employee questions.
- Responsible for analyzing census data to create a customized reach-out strategy meant to effectively connect with newly hired and existing employees to conduct personalized one-on-one comprehensive benefit review sessions.
- Responsible for accurately inputting and capturing employee enrollment decisions, using appropriate system platforms or paper application processes, and following Life and Health licensure regulations and BCInsourcing’s quality assurance.
- Participates in developing communication strategies to achieve the client’s goals in their changing environment while using professional verbal and interpersonal communication and active listening skills in order to effectively educate employees and interact with client partners.
- Responsible for developing and growing a professional work environment including prompt coordination with a supervisor or other appropriate parties including the client’s management team, when recognizing an accelerated issue or unusual matter to ensure it is resolved thoroughly and accurately.
- Obtains and maintains an active Life, Health, and Accident Insurance Producer’s License including timely continuing education, and meets other licensing requirements and documentation, as directed by BCInsourcing’s Licensing guidelines. Serve as subject matter expert on mechanics of insurance to advise the client’s leadership and employees. Promptly notifies BCInsourcing’s Licensing Specialist of any information or situation that may impact active licensure or appointment status.
- Maintains a working knowledge of the client’s annual open enrollment process for new and/or existing employees. Adapts to annual open enrollment periods and special projects by adjusting a self-guided work calendar to meet the needs of the client’s employees including evenings and weekends, traveling as necessary.
- Performs other responsibilities as requested by supervisor or client.
Qualifications
MINIMUM EDUCATION AND EXPERIENCE
- High School Diploma/GED equivalent and/or related work experience equivalency.
- Must have at least 2-3 years of experience in Human Resources, including benefits to be considered.
- Must have and maintain a valid driver’s license to travel to client sites
- Proven relationship-building experiences and professional communication skills
- Demonstrated self-directed work ethic to successfully represent the company at the client location with limited and offsite supervision
- Professional work experience demonstrating self-motivation and result-driven outcomes
Must have prior experience in Human Resources to include employee benefits.
PREFERRED EDUCATION AND EXPERIENCE
- Advanced degree completed or in process
- Working knowledge of insurance products, including core and voluntary benefits Existing active Life, Health, and Accident Insurance Producer’s License, when a client workplace requirement
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Starting Hourly Range for This Position is $24.03- $28.84.
This Position Is Also Eligible For Monthly Incentive Pay Based On Meeting Performance Metrics Following 90 Days of Active Employment
The hourly range represents the estimated low and high end of the salary range for this position. BCInsourcing takes into consideration a combination of the selected candidate’s skill set, experience, qualifications, licensure, and other job-related reasons as it relates to the position. At our Company, generally, an individual would not be hired at the top of the range of the role, and compensation decisions are dependent on the facts and circumstances of each posting.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100 Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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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Life at Lockton
February 13, 2024
Making an impact: Me...
Lockton Mexico has been helping "Casa Hogar Talita Cumi", a center for children in the area, since 2010. During this time, Associates have seen children grow up and supported them with toys, school supplies, clothes and more. However, they have never been able to help support the general maintenance of the building, which is in poor condition. But thanks to Lockton's Community Impact Award, they can fund a remodeling of their bathrooms and bedrooms. They are also donating to help those affected by Hurricane Otis with the donation money. The Community Impact Award recognizes an Associate in each region with a $25,000 donation on behalf of the Lockton family and shareholders to a charity of the Associate’s choice as a thank you from Lockton. The Social Responsibility Committee in the Mexico office, recipient of this award, has been working with the charities often through initiatives that bring Associates together to make a positive impact on the areas around them. The committee works to be proactive and to sustain significant social and civic corporate responsibility. Although they’ve previously brainstormed ways to help both of these organizations, the committee acknowledges that they wouldn’t be able to carry out this change without the donation. "Having the support of Lockton means being certain that we are generating value in the community," the committee stated. "Through social responsibility we can help others, and this is something that makes Lockton unique and one of the best places to work." The committee chooses to focus its efforts on education, health and welfare in Mexico. Through their work, they have helped homes and associations in Mexico and delivered contributions to the hands of children. They appreciate the focus that Lockton places on helping the community, as this is a value that is important to them. The committee received this award because of its impact on the communities around the Lockton Mexico office. Although the award was granted to the committee, they see it as a recognition for the entire office and look forward to the change that can be made with the donation. "It is a recognition not only of the persistence that we have had in these projects, but also of the contributions of each of the Lockton Associates," they said. "We are just representatives of all of us who make up Lockton México and the most important thing is that thanks to this award we can continue with our commitment to society."
December 11, 2025
Making an impact: Na...
Newhouse isn’t just a shelter: it’s a lifeline. As Kansas City’s first domestic violence shelter, it provides the second-largest number of beds in the area and offers unique services that break down barriers for survivors. Children make up the largest population at Newhouse, and the shelter partners with Kansas City Public Schools to ensure education continues, even when safety concerns prevent kids from attending traditional classrooms. Onsite psychologists and specialists provide critical support, and unlike many shelters, Newhouse accepts men and pets—because no one should have to choose between safety and family. “Leaving an abusive situation is one of the most dangerous times in a person’s life,” Nadia explains. “Newhouse doesn’t just offer a place to escape; it provides tools for long-term safety including legal assistance, counseling, job placement, and more. The goal is to end the cycle of violence.” Nadia’s journey with Newhouse began through a conversation with a friend who served on the board. “She told me I’d make a great board member,” Nadia says. After applying and interviewing, Nadia joined the board, bringing her insurance expertise to a diverse group of professionals—lawyers, doctors, bankers, architects—all volunteering their skills to strengthen the organization. Today, she serves on the executive committee, helping guide strategy and sustainability. The Lockton Cares Community Impact Awards celebrate Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. When she first learned she had been selected as a Community Impact Award recipient, her reaction was pure disbelief. Sitting in a State of the Company meeting, she listened as someone described the winner’s deep involvement with domestic violence advocacy. “I thought, Wow, that’s incredible but it can’t be me,” Nadia recalls. Even when the speaker mentioned the executive board, she still didn’t connect the dots. “It wasn’t until they said my name that it hit me. I was shocked and, honestly, felt a little silly for not realizing sooner!” That moment was more than an award announcement; it opened up conversations with coworkers about an issue that often stays hidden. “It reminded me that domestic violence is more common than we think,” Nadia says. “This recognition gave me the chance to share what Newhouse does and help others feel safe and protected. It was emotional and humbling.” Nadia plans to allocate most of her award donation to children’s programs and meals—areas hit hardest by funding cuts. “We want things to feel normal for kids, even in crisis,” she says. “This support helps keep those programs alive.” Looking ahead, Nadia’s goals are ambitious: adding more beds to meet overwhelming demand and partnering with other organizations to expand resources. “We turn away thousands of people every year because there’s not enough space,” she says. “That’s devastating. We have to keep pushing for solutions.” Working with Newhouse has changed Nadia’s perspective. “I’ve always had family and resources to help me through hard times,” she reflects. “Newhouse made me realize how lucky I am and how many barriers others face. It’s easy to assume everyone is fine, but this work reminds me that the need is real.” Professionally, her involvement has strengthened her leadership and advocacy skills. “It’s given me a deeper sense of purpose,” she says. “I want to use my voice to make a difference.” For Nadia, the Community Impact Award isn’t just recognition: it’s a reminder of Lockton’s commitment to people and purpose. “It’s amazing that we have a program that celebrates giving back,” she says. “It keeps the soul in our work. Who else does something like that?” Her message is clear: domestic violence is not a distant issue. It’s here, and the need is urgent. Through Newhouse, Nadia is helping break cycles of abuse and restore hope. “Everyone deserves to feel safe and worthy of love,” she says. “That’s what drives me.”
December 18, 2025
Making an impact: Ta...
Tabitha Leister has spent over a decade championing the most vulnerable members of her community: children who have experienced abuse and neglect. As a longtime board member of The Children’s Center, she’s helped drive critical support for more than 150 children each year, ensuring they receive therapy, medical care, and legal advocacy. Her passion and persistence have made her a powerful voice for those who often go unheard. From securing sponsorships for the annual Casino Night fundraiser to speaking at local events, Tabitha is a tireless advocate for children who have endured unimaginable hardship. “I want to continue to highlight the work of our child advocates and the comfort they provide to the most helpless victims. I want to highlight the hope they provide to children in seemingly hopeless situations,” she said. In recognition of her unwavering commitment to her community, Tabitha was named the 2025 Lockton Cares Global Community Impact Award recipient. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. However, the Global award is reserved for one Associate whose impact stands out among the rest, accompanied by a $100,000 donation funded by the Lockton family. “Being selected as the recipient of this award is both an honor and a deeply personal opportunity to make a meaningful impact on an organization I care about profoundly,” said Tabitha. “In my community, I regularly encounter children whose lives will be positively affected by the support this award enables. While I may never know exactly who benefits, I am confident that the impact is real and close to home. Living in a small community means that every time I step outside my front door, I am among those whose lives are being touched.” Tabitha hopes a portion of the donation will be allocated to support the addition of a child therapist who can provide ongoing care to children served by the center – an investment that would significantly enhance the long-term impact the organization is able to make in the lives of children. “Tab is a tireless advocate for children who have experienced abuse and/or neglect in their homes,” said her nominator. “She works to support the Children's Center by serving on the board, volunteering her time, and dedicating tons of time and energy to their annual fundraiser each spring. For as long as I've known Tab, she has been raising awareness of child abuse and neglect by promoting the positive impact the Children's Center has for victims.” Tabitha credits Lockton’s culture for empowering her to make a difference. “One of my favorite aspects of working at Lockton is the company’s genuine commitment to giving back,” she said. “Lockton empowers employees to make a difference in their own communities by providing the flexibility to engage in causes that matter personally. But what stands out most is that Lockton’s focus has never been on gaining recognition, but rather on encouraging each of us to support the organizations and initiatives that speak to our hearts. The fact that a community as small as mine can be recognized and supported by an organization as large as Lockton is something I will carry with me moving forward. It’s a powerful reminder that meaningful impact doesn’t depend on size, but on intention—and Lockton continues to lead with both.”
December 11, 2025
Making an impact: Ro...
When Rose Miller walked into her Lockton interview five years ago, she didn’t know much about insurance. What she did know was that she had found something rare: a company that genuinely cared about its community. After 15 years in oil and gas, a COVID-related layoff had left her searching for a new path. What she discovered at Lockton was more than a job. She found her purpose. “I didn’t know giving back was a real passion until Lockton,” Rose says. “I’ve always been blessed and wanted to help people, but it never came to fruition. From day one here, I signed up for everything I could bring to Pittsburgh.” That decision changed everything. Today, Rose’s name is synonymous with service. Her volunteer resume reads like a roadmap of compassion: Harvest Street Mission, Ronald McDonald House Charities, Hosanna House, Light of Life Ministries, Living in Liberty, Latino Community Center—the list goes on. Each organization reflects her unwavering commitment to lifting those who need it most. For years, Rose has spent Sundays serving warm meals and distributing seasonal supplies to hundreds of people experiencing homelessness through Harvest Street Mission. It was during this work that she witnessed stories that reshaped her perspective—like a young woman who had been trafficked and, with support, found a job and a new beginning. “Seeing that journey was incredible,” Rose recalls. “It made me want to do more.” Her connections and desire to do more led her to Jeremiah’s Place, Pittsburgh’s only crisis nursery. Beyond childcare, the organization offers overnight accommodation for children, a store for mothers in need, and a lifeline for families fleeing unsafe situations. Rose jumped in immediately by organizing clothing drives, rallying donations, and even connecting local Lockton Producers to provide toys. When Rose learned she had won the Lockton Cares Community Impact Award, she was stunned. “I was shocked. I’d won a smaller award before, so I never thought I’d win again,” she says. “When Tom Cook started reading off names of places I’d volunteered, I thought, ‘Wow, who else is doing all this?’ Then someone next to me said, ‘Rose, that’s you!’ I was blessed. Truly blessed.” The Lockton Cares Community Impact Awards recognize Lockton Associates worldwide who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, which will be funded directly by the Lockton family. For Rose, the award is more than recognition—it’s fuel for her mission. The donation will help Jeremiah’s Place renovate its new building, expand services, and continue providing safe spaces for children and mothers in crisis. “It’s going to make a real difference. They were in tears when I reached out,” she says. “They didn’t know how they were going to fund renovations.” Volunteering changed Rose’s outlook on life. “I used to have complaints about the little things. Then I’d go out on Sundays and see people with real struggles. It puts everything in perspective.” Professionally, it’s strengthened her connection to Lockton’s caring culture. “I work with amazing people who share the same passion. Our local team of Associates, Producers, and leaders is incredibly supportive. The entire Lockton group is truly amazing. It’s great to work for a company that shares the same passion you do.” Rose’s goals don’t stop here. She dreams of organizing mission trips to spread Lockton’s spirit of giving. “It’s not always about work,” she says. “Life after Lockton will still include volunteering. That will never end.” After a career pivot, Rose found more than employment: she found her passion. “I knew nothing about insurance,” she laughs. “But I found my niche here—community and giving back. I’m grateful I found a company that shares my excitement to make an impact.” Rose’s story is a powerful reminder that passion paired with purpose can transform lives—starting with one person’s decision to say, “How can I help?”
Salary : $25,000 - $100,000