Senior Account Manager

Your Responsibilities

Lockton is seeking a motivated and detail-oriented Senior Account Manager in the Employee Benefits space. This role requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. The Senior Account Manager (Sr. AM) is a client-facing consultant and strategic contributor within the Voluntary Benefits Consulting practice. This role is responsible for leading marketing and consulting activities for clients under 500 lives while supporting broader client management and practice initiatives across all market segments.

The Sr. AM serves as a trusted advisor to internal account teams and clients, delivering thoughtful, data-driven recommendations that enhance benefit offerings, improve employee experience, and drive sustainable growth. This role also contributes to the evolution of the practice by supporting carrier strategy, market intelligence, and internal capability development.

Position Responsibilities

• Lead end-to-end voluntary benefits marketing for clients under 500 lives, including strategy, carrier selection, quoting, analysis, and recommendations.
• Evaluate current offerings to identify gaps, cross-sell opportunities, and enhancements aligned to client objectives.
• Develop and present client-ready materials (plan comparisons, benchmarking, renewal strategies).
• Support the full lifecycle of voluntary benefits programs (strategy, marketing, implementation oversight, renewals).
• Align recommendations with funding structure, workforce needs, and overall benefits strategy.
• Partner with senior team members to support marketing and consulting for clients 500 .
• Contribute to complex strategies, RFPs, benchmarking, and vendor sourcing.
• Participate in client strategy meetings and renewal planning.
• Manage carrier contact records and support carrier capability tracking aligned to national RFI processes.
• Maintain practice tools and resources (e.g., Seismic, capability materials).
• Monitor industry trends, carrier innovation, and emerging solutions to inform recommendations.
• Build and maintain strong relationships with clients, carriers, and vendor partners.
• Serve as a subject matter expert, advising on best practices and evolving solutions.
• Partner cross-functionally with communications, enrollment, and People Solutions teams.
• Develop and interpret financial models, benchmarking data, and plan comparisons.
• Translate analysis into clear, actionable recommendations for clients and internal stakeholders.
  
  

Qualifications

Position Qualifications

• Bachelor’s Degree in Business Administration or a related field, or equivalent years of experience.
• Typically, 2-6 years of voluntary benefits services experience is required with a carrier, broker, or consultant.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines.
• Ability to work in a team environment and manage multiple tasks & projects with competing deadlines.
• Understands industry trends and governmental regulations.
• Ability to attend industry training sessions and complete continuing education requirements as needed.
• Readiness to expand knowledge and effectiveness in the insurance industry through extended education beyond continuing education requirements.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.
• Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night.
• Legally able to work in the United States.