Lockton
The Benefits Analyst is the primary service contact for an assigned book of business and is responsible for developing a strong working relationship with clients, carriers and Lockton team members.Core Duties:
– Provides key administrative support involving client written and verbal communications, client filing, and client data management.
– Provides data analysis and financial analysis support to client team.
– Performs benefit benchmarking that helps team to evaluate client benefit programs.
– Prepares renewal and marketing reports, RFP’s, presentations and correspondence.
– Engages other specialized Lockton practice areas for projects such as Marketing and Communications and Compliance, as directed.
– Coordinates meeting schedules and prepares meeting minutes.
– Provides key support involving vendor and client correspondence.
– Resolves standard industry issues such as claims resolutions, billing discrepancies, eligibility issues and web technology.
– Reviews and edits agreements and documents such as employee booklets and carrier contracts.
– Develops a basic understanding of our clients’ business.
– Meets regularly with team members to collect desired tasks and deadlines and provides team members with regular and consistent status updates as to current projects and deadlines.Competencies:
– TIME MANAGEMENT AND ORGANIZATION: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.
– ANALYTICAL: Examines and interprets a wide variety of information and makes recommendations or decisions to help business achieve optimal results.
– PROFESSIONALISM: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients.
– CLIENT FOCUS: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton.
– RELIABILITY: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
– COMMUNICATION: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed.
– INDUSTRY KNOWLEDGE: Stays current on issues impacting the industry by maintaining expertise in functional area.