Account Administrator - Voluntary Benefits
Lockton Companies, Kansas City, Missouri, United States, 64101
Account Administrator - Voluntary Benefits
Kansas City, Missouri, United States of America
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.
Position Overview The Account Specialist provides comprehensive support to clients, brokers, carriers, and internal teams. This role combines traditional account servicing responsibilities with specialized technical work in Employee Navigator, including implementation, configuration, troubleshooting, and ongoing client support. Success in this role requires strong organization, attention to detail, communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities Client Service & Account Support
Responds to routine client inquiries via phone and email, documenting communications, issues, and resolutions; escalates complex matters as needed.
Prepares written correspondence and contacts underwriters as requested by senior staff.
Assists with renewals by gathering enrollment data, volume reports, and benefit summaries.
Produces or assists with employee communications such as newsletters, bulletins, and presentations.
Supports financial reporting for renewals by gathering and compiling client information.
Executes requested policy changes and processes policies/endorsements for accuracy and completeness.
Assists with loss-run requests and extends expiring binders as needed.
Responds to tasks generated by the Renewal Assistance Program and updates reports upon completion.
Maintains carrier product information and researches industry trends and regulations.
Enters data into internal systems and audits for accuracy and compliance with procedures.
Maintains client records and assists with invoicing, billing research, and error resolution.
Gains a working understanding of insurance brokerage operations and account servicing processes.
Performs additional duties and responsibilities as assigned.
Employee Navigator Implementation & Technical Support Implementation of New and Renewal Groups
Manages information gathering, timelines, and project coordination for new and renewing groups.
Communicates with clients via email and phone throughout the implementation process.
Configures group structure, plans, payroll, communications, rates, and contributions according to guidelines.
Sets up PTO, ACA, and task modules within Employee Navigator.
Conducts testing and quality assurance of sites prior to launch.
Assists with manual eligibility processing and weekly recordkeeping for applicable cases.
Maintains broker setup templates and document libraries.
Takes detailed notes during client meetings as requested.
Stays current on Employee Navigator enhancements and system updates.
Ongoing Client & Internal Team Support
Provides timely (within 24 hours) and respectful support for open enrollment, renewals, new hires, and life events.
Troubleshoots enrollment issues and provides training to clients and internal teams.
Delivers general Employee Navigator training as needed.
Supports cross-client QA efforts.
Creates or reviews sales materials, client-facing documents, and internal documentation.
Assists with project management tool implementation and related workflows.
Qualifications
Bachelor’s degree in Business Administration or related field, or equivalent experience.
Up to three years of client service experience required; insurance or benefits experience preferred.
Strong proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
Excellent verbal, written, and interpersonal communication skills.
Understanding of industry trends and governmental regulations.
Strong organizational and time-management skills with the ability to meet deadlines.
Ability to maintain confidentiality and comply with company policies and procedures.
Ability to attend meetings, training sessions, and work outside normal business hours as needed.
Ability to work for extended periods on a computer and operate standard office equipment.
Ability to travel by automobile or aircraft as required.
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.
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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Kansas City, Missouri, United States of America
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.
Position Overview The Account Specialist provides comprehensive support to clients, brokers, carriers, and internal teams. This role combines traditional account servicing responsibilities with specialized technical work in Employee Navigator, including implementation, configuration, troubleshooting, and ongoing client support. Success in this role requires strong organization, attention to detail, communication skills, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities Client Service & Account Support
Responds to routine client inquiries via phone and email, documenting communications, issues, and resolutions; escalates complex matters as needed.
Prepares written correspondence and contacts underwriters as requested by senior staff.
Assists with renewals by gathering enrollment data, volume reports, and benefit summaries.
Produces or assists with employee communications such as newsletters, bulletins, and presentations.
Supports financial reporting for renewals by gathering and compiling client information.
Executes requested policy changes and processes policies/endorsements for accuracy and completeness.
Assists with loss-run requests and extends expiring binders as needed.
Responds to tasks generated by the Renewal Assistance Program and updates reports upon completion.
Maintains carrier product information and researches industry trends and regulations.
Enters data into internal systems and audits for accuracy and compliance with procedures.
Maintains client records and assists with invoicing, billing research, and error resolution.
Gains a working understanding of insurance brokerage operations and account servicing processes.
Performs additional duties and responsibilities as assigned.
Employee Navigator Implementation & Technical Support Implementation of New and Renewal Groups
Manages information gathering, timelines, and project coordination for new and renewing groups.
Communicates with clients via email and phone throughout the implementation process.
Configures group structure, plans, payroll, communications, rates, and contributions according to guidelines.
Sets up PTO, ACA, and task modules within Employee Navigator.
Conducts testing and quality assurance of sites prior to launch.
Assists with manual eligibility processing and weekly recordkeeping for applicable cases.
Maintains broker setup templates and document libraries.
Takes detailed notes during client meetings as requested.
Stays current on Employee Navigator enhancements and system updates.
Ongoing Client & Internal Team Support
Provides timely (within 24 hours) and respectful support for open enrollment, renewals, new hires, and life events.
Troubleshoots enrollment issues and provides training to clients and internal teams.
Delivers general Employee Navigator training as needed.
Supports cross-client QA efforts.
Creates or reviews sales materials, client-facing documents, and internal documentation.
Assists with project management tool implementation and related workflows.
Qualifications
Bachelor’s degree in Business Administration or related field, or equivalent experience.
Up to three years of client service experience required; insurance or benefits experience preferred.
Strong proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
Excellent verbal, written, and interpersonal communication skills.
Understanding of industry trends and governmental regulations.
Strong organizational and time-management skills with the ability to meet deadlines.
Ability to maintain confidentiality and comply with company policies and procedures.
Ability to attend meetings, training sessions, and work outside normal business hours as needed.
Ability to work for extended periods on a computer and operate standard office equipment.
Ability to travel by automobile or aircraft as required.
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.
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.
#J-18808-Ljbffr