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Academy Associate- Employee Benefits

Academy Associate- Employee Benefits

LocktonPhoenix, AZ, US
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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
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