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 :