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Benefits Senior Analyst

  • Job
    Senior Level
  • People, HR & Administration
  • $75K - $100K
  • Irvine

AI generated summary

  • You need a Bachelor’s degree, 7+ years of client services experience, strong communication skills, knowledge of Microsoft Office, understanding of industry regulations, willingness to travel, and ability to work outside normal hours. Legally able to work in the US.
  • You will oversee client relationships, analyze industry trends, develop financial models, present coverage plans, negotiate with carriers, and mentor junior staff in the benefits senior analyst role at Lockton Companies.


  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, more than 7 years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • Ability to attend company, department, and team meetings as required, including industry training sessions
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
  • Ability to efficiently organize work and manage time to meet deadlines
  • Ability to travel by automobile and aircraft
  • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States


  • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
  • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
  • Researches an issues’ root cause, implements, and resolves policy-related issues
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
  • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
  • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
  • Engages in Client strategy meetings to manage insured expectations for upcoming term
  • Develops and presents coverage plan and renewal terms to Client
  • Assesses and interprets exposure information from the Client
  • Analyzes quotes from carriers to determine appropriate recommendations
  • Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
  • Facilitates Client premium financing
  • Participates in negotiations with carriers for new and renewal quotes
  • Collaborates with senior staff in selecting new markets for submission and requesting quotes
  • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
  • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
  • Researches and understands industry trends and government regulations
  • Mentors and trains junior-level staff
  • Performs other responsibilities and duties as needed


What level of education is required for the Benefits Senior Analyst position at Lockton?

A Bachelor’s Degree in Business Administration or a related field is required for the Benefits Senior Analyst position at Lockton.

How many years of experience are typically needed for this position?

Typically, more than 7 years of Client services experience is required for the Benefits Senior Analyst position at Lockton.

What skills are required for this position?

Strong knowledge of Microsoft Office Suite, strong verbal and interpersonal communication skills, and a strong working knowledge of the brokerage industry are required for the Benefits Senior Analyst position at Lockton.

Is travel required for this position?

Yes, the Benefits Senior Analyst may be required to travel by automobile and aircraft as needed.

Are there opportunities for professional development in this position?

Yes, there are opportunities for continuing education requirements and industry training sessions for the Benefits Senior Analyst at Lockton.

What are the responsibilities of this position?

Responsibilities include overseeing designated book of business, developing financial models and reports, providing consultative advice to clients, negotiating with carriers, and mentoring junior-level staff.

Founded Year

Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.