Account Administrator - Healthcare

• Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
• Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
• Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
• Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
• Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
• Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
• Assists with financial reporting for renewals by gathering and compiling Client details
• Executes any requested changes on policies
• Periodically assists in loss-run requests
• Extends expiring binders as requested by senior staff
• Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
• Assistants in the upkeep of carrier product information
• Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
• Maintains and keeps records of Clients
• Compiles preliminary numbers for promulgating experience modification, and orders worksheets
• Issues and processes Client invoicing
• Assist is the research of invoice and billing errors
• Acquires an understanding of insurance brokerage business and account servicing processes
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Compensation and Benefits
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant sate/local pay transparency laws.  The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Compensation

• Base salary: $52,000 USD.
• Performance Bonus: This role is also eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.

Lockton Benefits Offerings

At Lockton, our caring culture means we’re invested in your health and wellbeing. That’s why we’ve developed a benefits program that is all about helping you reach your ultimate potential, both at the office and at home. From health and wellness to financial wellbeing and everything in between, we have you covered. We encourage you to take advantage of the broad range of available offerings.

• Health Plans – Options include United Healthcare Consumer-driven health plan or Surest variable copay plan
• Wellness incentive program for health premium savings
• Dental Plans – MetLife PPO & Copay option
• Vision Plan – VSP Choice Plan
• Health Savings Account
• Flexible Spending Accounts – Dependent Care, Ltd. Purpose, Healthcare, Transportation
• Life Insurance – Group term life, AD&D plus voluntary life options
• Paid parental leave
• Disability benefits – salary continuation & long-term disability for qualifying events
• Legal services
• Critical illness care
• Hospital indemnity
• Pet insurance
• Gym membership discount programs
• Retirement 401(K) Plan – 100% match up to 6% with immediate vesting
• Student loan 401(K) match option
• Associate assistance mental health program
• Merchant discounts
• Paid time off including vacation, holidays, personal days, volunteer days, and sick time
• Associate referral bonus & new business finder’s fee
• Company sponsored charitable and community events
  • Note: the above applies to regular full-time Associates; see Human Resources for part-time benefits

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Up to three years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States