Hiring: Account Manager - Employee Benefits Company: Lockton Location: Irvine, CA Job Posted Time: 2026-09-03 11:27:46 Employment Type: Contract Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Required Skills: •Service a designated book of business, including marketing, assisting with claim issues, and administration. •Actively facilitate and support implementation or transition of new/existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers. •Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes as needed. •Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness. •Conduct and create benefit benchmarking studies, design plan comparison reports, and client presentation materials. •Initiate obtaining policies and conduct contract comparisons to ensure completeness. •Initiate and monitor receipt of renewals & quotes from carriers once submitted and negotiated by more senior staff. •Generate materials for client presentations and meetings. Qualifications: •Bachelor’s Degree in Business Administration or related field, or equivalent years of experience. •Typically, two years of related client services experience is required. •Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). •Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines. •Demonstrated capacity to work in a team environment and manage multiple tasks & projects with competing deadlines. •Demonstrated capacity to attend industry training sessions and complete continuing education requirements as needed. •Demonstrated capacity to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information. •Demonstrated capacity to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night. •Legally able to work in the United States. 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!