Account Coordinator

Lockton; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Lockton Companies LLC in Plano, TX is seeking a detail-oriented client operations associate to support monthly claims exhibits, new client setup, and reporting. This role emphasizes accuracy, collaboration, and timely processing for multiple client engagements.

The candidate will manage open items, input premiums, assist with audits, and participate in trainings, ensuring client data remains current and well-documented across all workflows.

Qualifications

• Bachelor’s Degree in Business Administration or related field.
• Proficient in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills.
• Ability to complete continuing education requirements as needed.
• Ability to attend company, department, and team meetings, including industry training sessions.
• Ability to protect confidentiality of client and company information.
• Ability to organize work and meet deadlines.

Responsibilities

• Assist with Monthly Claims Exhibits as needed.
• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder).
• Track and manage open items (premium issues, missing reporting, reimbursements).
• Engage in scheduled trainings and collaboration sessions.
• Input premiums and reimbursements for previous year into Budget Projection workbook.
• Audit reporting received post-placement and ensure data accuracy.
• Assist with client questions by investigating and confirming with Manager.
• Ensure client data is validated and up-to-date (contacts, etc.).
• Complete Client Information Questionnaire based on Strategy calls or send to Core team to complete.
• Collect and review RFP data; send to Manager for review; update Marketing Tracker.
• Save RFP responses with proper naming in client folders; enter carrier responses into Renewal Package.

Skills

MS Office

Verbal communication

Interpersonal skills

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Excel

PowerPoint

Job description

Your Responsibilities

• Understands and assists with Monthly Claims Exhibits; as needed.


• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)


• Responsible for reporting back action items from weekly team calls


• Engages in regularly scheduled trainings and collaboration sessions


• Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook


• Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.)


• Conducts an audit of reporting received post placement


• Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager


• Responsible for ensuring client data is validated and up-to-date (contacts, etc.)


• Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete


• Collects RFP Data Request information and reviews for accuracy


• Sends RFP to Manager for review prior to sending to market


• Updates Marketing Tracker with progress


• Collects, reviews and saves RFP responses with the proper naming convention in the client’s folder


• Enters carrier responses into Renewal Package, as well as Claims and Premium Experience


• Requests Clinical Reviews for firm deliverables


• Assists with stop loss policy implementation


• Completes Phase 1 of Audits


• Responsible for completion of 1/1 claims policy reconciliations


• Participates in various workgroups that push forward practice initiatives

Your Responsibilities

• Understands and assists with Monthly Claims Exhibits; as needed.


• Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)


• Responsible for reporting back action items from weekly team calls


• Engages in regularly scheduled trainings and collaboration sessions


• Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook


• Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.)


• Conducts an audit of reporting received post placement


• Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager


• Responsible for ensuring client data is validated and up-to-date (contacts, etc.)


• Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete


• Collects RFP Data Request information and reviews for accuracy


• Sends RFP to Manager for review prior to sending to market


• Updates Marketing Tracker with progress


• Collects, reviews and saves RFP responses with the proper naming convention in the client’s folder


• Enters carrier responses into Renewal Package, as well as Claims and Premium Experience


• Requests Clinical Reviews for firm deliverables


• Assists with stop loss policy implementation


• Completes Phase 1 of Audits


• Responsible for completion of 1/1 claims policy reconciliations


• Participates in various workgroups that push forward practice initiatives

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent


• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)


• Strong verbal and interpersonal communication skills required


• 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 in order to meet deadlines

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.