Senior Account Manager - People Solutions
Lockton - San Diego, CA
Hiring: Senior Account Manager - People Solutions Company: Lockton Location: San Diego, CA Job Posted Time: 2026-09-03 11:27:47 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint About the job Required Skills: •Lead the servicing of a designated book of business, including renewal, marketing, issue resolution, and client support. •Use discretion and independent judgment to analyze industry trends and provide related guidance to clients. •Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients. •Develop financial models and reports for clients and senior team members. Provide interpretation, implications of analysis, and actionable recommendations. •Participate in client strategy and renewal meetings to understand client expectations and ensure that the results align with our commitments. •Lead the marketing of all product lines, develop presentation of results and present results, with oversight. •Lead communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation. •Participate in negotiations with carriers for new and renewal quotes. Prepare renewal presentation and present results, with oversight. Qualifications: •Bachelor’s Degree in Business Administration or a related field, or equivalent years of experience. •Typically, three or more years of client services experience is required. •Demonstrates strong working knowledge and experience within the brokerage/commercial insurance industry. •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. •Understands industry trends and governmental regulations. •Demonstrated capacity to attend industry training sessions and complete continuing education requirements as needed. •Readiness to expand knowledge and effectiveness in the insurance industry through extended education beyond continuing education requirements. •Demonstrated capacity to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information. Compensation: •Competitive benefits and rewards package •This position may be eligible for annual discretionary bonus consideration 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!