Lockton is the world’s largest privately held, independent insurance broker who advise clients on protecting their people, property and reputations. With more than 8,500 Associates in over 100 worldwide offices, Lockton helps clients achieve their business objectives through people solutions, insurance, risk management, and retirement
services.
Lockton provides the best of both worlds- deep resources and expertise of a large global company coupled with the nimbleness of a smaller boutique firm, where individuals at all levels are empowered to do what’s best for their clients. As an Associate at Lockton, we ensure that you are in control of your own destiny and have the opportunity to positively impact your clients, your community and your fellow Associates.
When you join Lockton, you become a part of our Lockton family. We believe in bringing your authentic self to work and are dedicated to DE&I at all levels. We put our Associates first at Lockton and believe that if Associates are happy, so are our clients. Therefore, we offer:
- Adaptable and flexible schedules
- Opportunities for growth and advancement, including paid training and professional development
- Family focused benefits, including a generous 12-week family parental leave policy
- Generous 6% dollar for dollar 401k contribution, with no vesting period- you can save for retirement immediately!
- A Rolex for your 10-year anniversary at Lockton
We also care about our communities- we provide a day of paid volunteer leave per year and have a Lockton Cares programs dedicated to serving our communities.
The Analyst is Lockton Northeast’s entry level position and is designed for a recent college graduate or experienced professional with 1 – 2 years of relevant insurance experience. The Analyst will be part of our Career Foundations Program which is designed to provide the technical and practical training needed to develop the Analyst as they look forward to a successful and long-term career in the Lockton Northeast Series. The Analyst is responsible for day-to-day client service and renewal support to Account Managers, Senior Account Managers and / or Account Executives.
Primary Expectations:
- Responds to emails in timely manner (within 24 hours)
- Updates client call logs
- Is accountable for all assigned tasks which includes:
- Setting expectations with internal team on deliverable format, timing, etc.
- Completing tasks within deadlines
- Communicating to team if they anticipate any challenges meeting deliverables
- Completes the Career Foundations Program (CFP) within 2 years
- Proficient in benchmarking, 5500 preparation, marketings, cost report, and other tools outlined in Client Engagement workbook
- Attends all training sessions
- Drives engagement and build a relationship with mentor
- Gains entry level knowledge of employee benefits and group insurance
- Exhibits strong written and oral communication
- Develops a basic understanding of Lockton and the services we provide
- Performs other responsibilities and duties as needed
- Supports the Account team with the following:
- Responds to Client’s inquiries, maintaining documentation of communications, existing issues, and issue resolutions
- Provides Client service aligned with Lockton Northeast processes/protocols as it relates to the client engagement strategy including support as part of the client service team from strategy planning through to renewal
- Sends compliance communications as needed
- Manages open enrollment communications process including presentation support
- Reviews plan documents and materials for accuracy
Qualifications:
- Bachelor’s degree in a business-related program or other related field, or equivalent work experience is preferred including human resources administration, risk management or health policy.
- Ability to efficiently organize work and manage time in order to meet deadlines
- Exceptional verbal, written, and interpersonal skills
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Willingness and ability to work outside of normal business hours and travel as needed
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Legally able to work in the United States