Lockton

Provide comprehensive administrative support to Producers, including calendar management, communication, event planning, and client/prospect database maintenance. | Minimum 3-5 years of administrative support experience, proficiency in Microsoft Office, strong organizational skills, and ability to handle confidential information. | The Executive Assistant is a proactive, detail-oriented and techy savvy position, providing support to Producers. The ideal candidate will thrive in a fast-paced environment and play a critical role in enabling productivity, handling confidential team information and enhancing team coordination. Position Responsibilities Calendar, Schedule and Email Management • Proactively monitor the Producer’s inbox, prioritizing emails and responding on behalf of the Producer when appropriate. • Flag important emails and coordinate timely follow-up, in particular items that require immediate attention. • Maintain calendars and schedule meetings and appointments, as requested. • Prepare agendas, compile necessary documents and ensure the Producer is well-prepared for meetings. Collect action items following meeting and drive action for applicable items. • Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary. • Coordinate with internal and external stakeholders to avoid scheduling conflicts and ensure smooth operations. • Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits Communication and Correspondence • Lead weekly 1:1 meetings with Producer and applicable team members by preparing agenda inclusive of items to coordinate upcoming schedules, projects in progress, client request, prospect requests and other items as needed by the Producer • Maintain project tracking of key initiatives / project in progress and communicate status updates on a regular basis • Act as a point of contact between the Producer and internal / external stakeholders • Ensure clear and timely communication and manage any urgent requests or issues that arise. • Professionally communicate and build relationships with internal / external stakeholders as an extension of the Producer brand • Draft, review and proofread high-quality communications including emails, memos, reports and presentations • Manage “Lockton Wins” announcements for Producer new business Event Support • Organize and support events by preparing agendas, coordinating attendance, vetting and securing vendors, curating marketing materials and supporting post-event follow up activities. • Support conferences by completing registration, conducting prospect research, scheduling meetings, organizing travel / logistics, and curating any applicable marketing materials • Provide on-site support for the event as requested • Coordinate non-profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.) Book of Business / Administrative Support • Maintain client/prospect database and reports in Salesforce • Review accounts receivable on a monthly basis and coordinate with account teams on any receivables over 60 days • Responsible for accounting related activities such as receipt collection, expense report submission, credit card billing reconciliation, bill pay, taxes coordination and review of capital accounts and statements • Create and maintain files of correspondence and other records, processing files for dead storage, as necessary • Take a proactive approach to understanding client profiles, preferences and touchpoints • Prepare and/or review a variety of client correspondence, reports, spreadsheets, and other documents, ensuring proper format, grammar, spelling, and punctuation • Coordinate with Producer and associate teams to complete assignments / projects including RFPs, client renewal / pre-renewal documents, prospect presentations, etc. • Support Producer marketing initiatives (i.e., LinkedIn, newsletters, etc.) • Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders Other Duties • Perform other work-related duties as assigned #LI-OE1 Position qualifications • Bachelor’s degree in a business-related program or equivalent education and/or experience preferred • A minimum of three to five years of previous administrative and/or sales support experience • Proficiency in the use of Microsoft Office suite • Strong attention to detail required • 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 manor • Exceptional organizational and time management skills to prioritize workload and meet deadlines required • Must be results-oriented with the ability to be adaptable and proactive • Must be able to handle confidential information with discretion and trust • Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information • Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency • Demonstrated ability to follow through promptly on tasks to their completion • Legally able to work in the United States This position may be eligible for annual discretionary bonus consideration. Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits. PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.

Manage client service plans, support benefit program marketing, and coordinate with carriers and clients. | Requires 5+ years of employee benefits experience, strong project management, and client presentation skills. | Your Responsibilities Lockton is seeking an experienced, dynamic client services professional in the Employee Benefits space, who will bring a fierce commitment to building relationships, exceeding client expectations, and pushing our Employee Benefits Practice to new heights in the marketplace. As a Senior Account Manager, you will be responsible for the servicing and marketing needs of Lockton clients, under the direct supervision of the Unit Manager/Team Lead and in accordance with Lockton procedures. Responsibilities: • Effectively manage service/project plan timeline for each client as developed by the AE. • Support AE in the scheduling and preparation of each Gate Meeting • Request and manage receipt of all renewals from carriers. • Prepare and manage “Client Renewal Workbook” and “Plan Summary Platform” for assigned accounts. • Prepare RFPs for bid solicitation. • Manage carrier/vendor responses and questions during bid solicitation. • Clarify questions with carriers and Lockton AE • Review and summarize proposals in RFP template. • Notify carriers in a timely manner of final decisions once client has made final decisions. • Initiate and manage all administration activity relative to implementing a new carrier. • Contract reviews • Implementation meetings/calls • Carrier introductions • Other • Ensure all necessary contracts/documents are executed in a timely fashion. • Review SPD, Certificates, Policies and Contracts for accuracy • Prepare annual compliance calendar for clients. • Provide updates and responses to employer compliance issues/questions as needed. • Ensure internal compliance issues are addressed, including but not limited to: • Service Agreements • Broker of Record Letters • Business Associate Agreements • Compensation Disclosures • Prepare routine claim summary/aggregate reports. • Prepare and manage the employee communications material, including but not limited to: • Enrollment Guides • Annual Enrollment Meeting PowerPoint Presentation • CEO Letters • Announcements • New Hire Guides • Conduct employee meetings as needed. • Prepare initial claim projections when appropriate using the PRISM tool. • Work cooperatively with Financial Analysts and/or HRS team for the betterment of the client. • Assume additional responsibilities from Unit Manager/Team Lead/Account Executives as appropriate. • Ability to operate independently with clients on certain initiatives to relieve or create capacity for Team Lead or AE Qualifications • Five+ years of employee benefits experience at a consulting and / or brokerage firm. • Strong project management experience. • Experience presenting in front of a clients. • Experience with servicing complex business transactions, such as acquisitions, mergers, and divestitures. • Experience in marketing and servicing the employee benefit programs. • Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines. • Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications • Develop and maintain strong working knowledge of PRISM. • Demonstrated analytical and problem-solving skills. • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility. • Strong public speaking skills to present during Enrollment Meetings • Willingness to delegate as appropriate • Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others. • Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome. • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives. • Managing workflows proactively without AE interaction and in accordance with QA guidelines and demonstrated initiative to support AEs working in tandem for an efficient and effective product outcome. • Ability to present proposals to clients in a professional manner. • Ability to coach and mentor other Associates. • Ability to consult clients on other Lockton services and insurance needs. • Ability to analyze quotes for coverage adequacy. • Personal presence to interface with insurance carriers’ representatives • Ability to travel by automobile and aircraft and stay for more than one day and night. • Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility. • Legal right to work in the United States • The desire to take on a leadership role both internally and externally at Lockton.

The role involves client onboarding, service management, communication, and developing proposals in the insurance industry. | Requires 2-5 years in life/disability insurance, project management, client interaction, and specific licenses like Life and Health, FINRA Series 6 and 63. | Your Responsibilities Responsibilities: • Responsible for implementing new client launches in Executive Benefits including carrier involvement, communications campaign, employee correspondence, implementing and adhering to a project timeline, communicating program specific to client and information exchange(file transfers, enrollment systems, etc). • Responsible for routine service, which includes the development and execution of service schedule, participation reporting (if relevant), and coordinating questions/initiatives with the client and carriers, conducts surveys. • Meets with clients alone or in conjunction with Account Executive or Unit Manager according to standardized client meeting schedules. • Process licensing, life and disability insurance applications. • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc. • Responsible for explaining new benefit offerings and communication strategies to existing clients. • Develops prospective client proposals. Qualifications Qualifications: • At least 2-5 years’ experience in the life and disability insurance industry • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives. • Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint). • Demonstrated presentation skills including preparation and execution. • Strong project management and organizational skills. • Excellent customer service skills, with the ability to develop sound relationships with multiple clients. • Ability to interact with vendors effectively. • Licenses required: Life and Health, Finra series 6 and 63. • 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