Academy Associate- Employee Benefits

Academy Associate

Lockton is seeking a motivated and inquisitive professional to join our People Solutions team as an Academy Associate. This role is designed for individuals who are eager to build a strong foundation in employee benefits through a structured learning program, mentorship, and hands-on experience. Academy Associates will have the opportunity to learn the business, contribute to the delivery of brokerage and consulting services, and develop skills for long-term career growth within Lockton.

Position responsibilities Participate actively in the Academy learning program and other learning and development initiatives. Develop an understanding of the benefits brokerage and consulting business. Support the service of clients, including renewal, marketing, issue resolution, and client support. Assist in the development of financial models and reports for clients and senior team members. Participate in client strategy and renewal meetings to understand client expectations. Maintain client files, contracts, and documents. Support basic claims and enrollment issues. Document meetings, calls, and commitments made to the client and team. Participate in peer review by reviewing team deliverables and submitting your own work for feedback to ensure accuracy and quality. Attend select meetings with clients, either in person or virtually, and take notes as needed. Build and maintain relationships with internal stakeholders, including specialty resources. Maintain high professional standards in all interactions and deliverables, including confidentiality, communication, and accountability. Perform other responsibilities and duties as needed to support the team and clients.

Position qualifications Bachelor's Degree or related field and / or years of experience equivalent Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) Strong analytical skills and comfort working with financial data, reports, or quantitative information. Strong verbal, written and interpersonal communication skills required. Ability to efficiently organize work and manage time to meet deadlines. High aptitude for accuracy and strong attention to detail required. 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 complete continuing education requirements as needed. Ability to travel by automobile and aircraft. 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