Account Manager
Lockton - Boston, MA
Hiring: Account Manager Company: Lockton Location: Boston, MA Job Posted Time: 2026-09-11 11:27:46 Employment Type: Remote Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Project Management About the job Required Skills: •For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth. •We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote. •Executes on all day to day administrative and service needs including claim issues, compliance questions, billing questions, plan related questions, and other carrier issues requiring urgent attention •Completes tasks assigned to the ‘support role’ in the client engagement workbook •Client service calls (leads and communicates effectively to clients; holds other team members accountable to update items if they are leading; ensures updated log is emailed to the client at least 30 minutes prior to call) •Monthly Claims Tracking (updates and sends monthly claims to client prior to month end; ensures tracking is peer reviewed by finance team prior to release to client) •Compliance (sends annual compliance calendar to client; reminds clients of compliance due dates and ensure deadline is not missed Completes draft of 5500; leads PCORI calculations, reviews and delivers SPDs and SBCs, sends annual compliance notices during open enrollment) Qualifications: •Bachelor's degree in a business-related program (preferred) or equivalent education and/or experience required •A minimum of two years of benefits insurance experience and/or Human Resources/consulting experience required •Demonstrated capacity to efficiently organize work and manage time in order to meet deadlines •Exceptional verbal, written, and interpersonal skills •Demonstrated capacity to comply with all company policies, procedures, proactively protecting confidentiality of client and company information •Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) •Must be legally authorized to work in the United States and not require sponsorship for this position, now or in the future •Become an invaluable member of the service team to the client, as indicated through annual client feedback •Solicit feedback regularly from the team and actively make progress toward goals •Proactively communicate with internal teams Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!