Benefits Analyst, Northeast 

Interested in joining a company where you can immediately see the impact of your work? Are you looking to help a firm that has been on a growth trajectory take it to the next level? Do you thrive in a fast paced (really fast paced) and dynamic environment where culture is second to none? If you answered “YES!”, this may be the next step in your career.

About Lockton Northeast: 

The Northeast Series (region) for Lockton includes offices in the metro areas spanning Washington DC, Philadelphia, New York City, Hartford, Boston and our newest office in Portland, ME. The Northeast grew by 45% in our last fiscal year, and all of that growth was organically driven! – not through acquisition.

Position Overview:

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.

Core Duties:

• 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 preparations, 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

A successful candidate will:

• Solicit feedback regularly from team and actively make progress towards goals
• Take meeting notes and send it out within 24 hours
• Exhibit an eagerness and enthusiasm to learn and be a part of a team
• Display strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
• Excel at multi-tasking, adapt to change and work on tight deadlines to meet our clients’ needs
• Manage time effectively, prioritize and ensure that deadlines are met without compromising quality
• Exhibit intellectual curiosity
• Take initiative to solve problem independently before seeking help
• Actively participate in the Career Foundations Program
• Pursue technical excellence through professional designations, industry workshops, etc.
• Seek out new work assignments and assist other team members when capacity allows