Lockton

Servicing and supporting client accounts, managing insurance policy details, and coordinating with carriers. | Bachelor's degree or equivalent experience, 3-7 years of client services experience, proficiency in Microsoft Office, strong communication skills, and understanding of industry regulations. | Your Responsibilities The Professional and Executive Risk Account Manager provides the highest level of customer service in servicing, supporting, and coordinating Clients’ accounts. Position Responsibilities • Services designated book of business as relating to marketing, claims, and administration • Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions • Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier • Gathers and compiles exposure information from the Client • Requests and collects quotes (new and renewal) from carriers • Audits quotes, binders, and endorsements and makes requests for changes as needed • Receives policy, then updates and completes policy check to ensure completeness • Updates specifications, application, and summary information to reflect changes during the year • Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff • Binds coverage under direction of the Unit Manager/Account Executive • Informs Client of any and all changes that may affect insurance premiums or coverage • Gathers and compiles information for new business opportunities • Inputs Client information into data management system, ensuring accuracy and completeness • Generates materials for Client presentations and meetings • Creates and sends compliance communications as needed • Issues and processes Client invoicing • Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies • Researches industry trends and governmental regulations • Performs other responsibilities and duties as needed Qualifications Position qualifications • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Typically, three to seven 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

Provide analytical and operational support to senior consultants and carrier partners by analyzing stop loss carrier data, preparing reports and presentations, and collaborating on strategic initiatives. | Bachelor’s degree or equivalent experience, 3-5 years in healthcare insurance or employee benefits with stop loss exposure, strong analytical and communication skills, proficiency in Microsoft Office, and ability to work independently in a fast-paced environment. | Your Responsibilities Fueled by our success and expanding business opportunities, we are seeking an Associate Consultant to join our growing Stop Loss Carrier Consulting team. This team is dedicated to evaluating, supporting, and enhancing the services available to our Stop Loss Carrier Partners, with a focus on delivering innovative solutions, strengthening market competitiveness, and creating long-term value for both carriers and employer clients. The Associate Consultant will provide analytical and operational support to senior consultants and carrier partners. This role is ideal for a professional with a foundation in employee benefits and/or healthcare/insurance and is eager to deepen their expertise in the stop loss market. Unlocking Market Insights • Review and analyze current and historical stop loss carrier data (book of business, marketing results, renewal activity) to identify trends and market opportunities. • Conduct competitive and market research on carrier products, pricing, and distribution strategies. • Assist in preparing carrier consulting deliverables, including market experience reports, purchasing insights, and competitive positioning analyses. Collaborating with Carrier Partners • Prepare materials for regular carrier partner meetings, including performance updates, strategic initiatives, and market intelligence. • Support documentation of carrier goals, priorities, and follow-up items to ensure alignment across teams. • Participate in calls with carrier partners alongside senior consultants, tracking and executing action items. Shaping Operational Strategy • Evaluate carrier product offerings, services, operational processes (distribution, underwriting, claims, clinical engagement, client delivery), and competitive capabilities to identify opportunities for improvement. • Conduct research on emerging industry trends (e.g., high-cost claim conditions, stop loss pricing innovations, carve-in/out programs). Telling the Story with Data • Compile reports and carrier insights to develop PowerPoint presentations for internal and external use, ensuring data accuracy, clarity, and strategic storytelling. • Collaborate with senior consultants to translate analytical findings into actionable insights for carrier partners. Teaming Up for Success • Work closely with Stop Loss Carrier Consulting senior team members, data analysts, clinical consulting, and other specialty practices to deliver integrated insights. • Contribute to special projects such as new carrier onboarding, product development support, and technology integrations. Qualifications • Bachelor’s Degree in Business or related field and/or equivalent professional years of experience. • 3-5 years of experience in healthcare insurance, employee benefits, underwriting, or consulting; exposure to stop loss insurance required. • Strong analytical and problem-solving skills with the ability to interpret large datasets and market intelligence. • Excellent written and verbal communication skills; able to contribute to client-facing reports and presentations. • High attention to detail and ability to perform in a fast-paced, team-oriented environment. • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with data visualization and automation tools (e.g., Power BI, Alteryx Designer) preferred. • Ability to work independently, prioritize, organize, and deliver results with a strong sense of urgency in a deadline-driven environment. • Legal right to work in the United States.

Support client renewals and new business onboarding by managing certificates of insurance, preparing documentation, and providing excellent customer service. | Bachelor’s degree or equivalent, strong communication and organizational skills, attention to detail, ability to work independently and in teams, and eagerness to learn insurance industry. | Your Responsibilities The Account Specialist (AS) operates within the centralized Account Specialist Unit of the Risk Solutions practice, assisting across various insurance verticals during client renewals and new business onboarding. During their tenure in the Account Specialist Unit, individuals will receive essential technical and practical training to foster their growth toward a successful and long-term career with the Lockton Midwest Series. Expected contributions • Delivers transactional excellence and provides outstanding customer service in support of the broader client team • Conveys standards of excellence in line with Lockton’s operating procedures by adhering to standardized policies, processes, and systems • Assists in the renewal and new business process by completing certificates of insurance and preparing auto ID cards for each client • Fulfills daily certificate requests as required for each client following Lockton’s quality procedures to ensure compliance • Obtains flood determinations as needed for insured locations • Delivers workers’ compensation posting notices, as directed by the team, to ensure compliance with states’ rules and regulations • Prepares written correspondence and make calls to certificate holders and/or clients as needed, in a timely professional manner • Makes a positive contribution to client satisfaction and strives to improve service to the clients • Communicates in a professional manner to contribute to a cohesive, pleasant work environment • Protects the confidentiality of information learned by performing the duties of the position • Handles special projects as assigned Strengths of a successful Account Specialist • Actively participates in personal development and the pursuit of technical excellence through professional designations, industry workshops, and other opportunities • An eagerness and enthusiasm to learn the insurance industry and grow within the company • Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing • A strong team player, assisting others within the unit during busy renewal cycles and high-volume periods. • An ability to excel in a dynamic environment, optimize productivity, and meet deadlines without compromising quality of work Rewards of being an Account Specialist at Lockton • Direct exposure to a career path that offers growth opportunities • A robust training program for all learning styles to position the AS for success • Ongoing one-on-one development meetings with management including meaningful feedback on strengths and development areas • A balance of individual and collaborative work within a team environment • Contributing to meaningful work valued by our clients and account teams • Networking opportunities at all levels of the company • Opportunities to participate in social activities and community giving events • Hybrid work environment Compensation And Benefits Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/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. Check out Lockton Benefits Offerings Here Qualifications • Must be graduating in December 2025 or May 2026 • Bachelor’s degree in business or related field or equivalent experience required • Ability to represent Lockton with integrity and professionalism at all times • Strong customer service, communication, and project management skills • Exceptional attention to detail and accuracy of work product • Organizational and time management skills to prioritize work and meet time-sensitive deadlines • Ability to work both independently and in a team environment • Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth • Willingness to expand knowledge and effectiveness in insurance industry through extended insurance education • Comfortable working in Office Suite (Excel, Outlook, etc.)

Manage all aspects of employee leaves of absence including processing, compliance, coaching, documentation, and coordination with vendors. | Bachelor's degree, 4+ years absence management experience, knowledge of FMLA and state leave laws, HR/payroll system experience, strong customer service skills. | Your Responsibilities Due to our success and increased business opportunities, we are looking for a Leave Administration Specialist to provide excellent customer service to employees with regards to all aspects of absence management. This position is a subject matter expert regarding all types of employee leaves of absence, including Short Term Disability, FMLA, Long Term Disability, Unpaid leaves, etc. The ideal candidate will demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities. • Process incoming calls, emails and system notifications regarding leaves of absence, while providing prompt accurate service • Responsible for utilizing the tools provided to maintain compliance with federal, state, local and union specific leave policies • Coach employees, managers and HR professionals on the appropriate web based processes, legal requirements and policy regarding leaves • Provide employees/managers with information and assistance regarding potential leaves • Produce and track all required documentation • Assess, adjudicate, and track all FMLA claims and available time • Coordinate leaves with Short Term Disability Vendor and Workers’ Compensation Claims Teams to properly administer concurrent leaves • Update employee records in the HR/Payroll system as appropriate • Escalate issues to the proper management resource as appropriate • Maintain established performance goals and help ensure the organization is meeting performance targets and complying with service level agreements • Provide critical thinking regarding absence management processes. Identify trends and make recommendations for continuous process improvements to management • Consult with clients on best practices and policy reviews for compliance • Support new client onboarding process • Assist with client projects as needed Qualifications • A Bachelor’s Degree is highly desired • Four or more years of professional experience in absence management is preferred; Customer Service experience is preferred • Knowledge of FMLA, State Leave regulations and requirements and ADA is required • Hands on experience with HR/Payroll systems is desired, along with experience using email and Microsoft Office suite • Must have a strong disposition toward customer service and proven aptitude for computer-based leave transaction processing • Legal right to work in the United States