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Account Specialist- Employee Navigator

Working at Lockton

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.

Business unit
Founders Series
Schedule
Full-time
Job type
Standard
Workplace
In Office
Your Responsibilities

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.

The Account Specialist position with Lockton will provide ongoing support and customer service to broker, carrier, and group clients. Key tasks include implementing new and renewal groups in Employee Navigator, conducting data translation, responding to client service requests in a timely and respectful manner, auditing work and managing ongoing regular tasks as assigned by manager. Success in this role requires an excellent sense of organization and time management skills.

Implementation of Employee Navigator

Implementation duties will support both the set-up of new and renewal groups on Employee Navigator, including the following duties:

  • Information gathering, timeline management, and project management
  • Email and phone contact with clients
  • Configuring of structure, plans, payroll, communication, rates, and contributions of groups according to established guidelines and documented practices
  • Configuration of PTO, ACA, and task modules
  • Testing and quality assurance of sites upon completion
  • Assist in the manual eligibility and maintenance for all cases requiring online eligibility arrangements and weekly recordkeeping completion of same
  • Maintenance of Employee Navigator broker setup client templates
  • Taking effective notes during client meetings as requested
  • Assist in the maintenance of document library and other communication deliverables
  • Keeping up to date with Navigator enhancements as notifications are distributed

Support of Clients and Lockton Team

Ongoing support of our clients is a crucial position requirement, duties include:

  • Open enrollment, renewal, new hire and life event enrollment support via phone and email in a timely (within 24 hours) and respectful manner
  • Open enrollment, renewal, new hire and life event troubleshooting and training
  • General Employee Navigator training
  • Cross Client QA Support
  • Create or QA review of sales materials, external client facing documentation and internal documentation
  • Assist project management tool implementation support

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.

Qualifications

Account Specialist Qualifications

  • Bachelor's Degree Preferred
  • Experience with Employee Navigator software preferred, but not required
  • Knowledge of Employee Benefits space
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 10,000+ Associates doing business in over 100 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.


No Agencies Please

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.

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 10,600+ Associates doing b...

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DATE POSTED
July 20, 2023

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