Account Coordinator, Stop Loss

Lockton; Kansas City (MO); On-site; USD 45,000 - 65,000; Full time

Job summary

Lockton Companies LLC is seeking a detailed, organized professional to support client setup, reporting, and data management. You will handle new client setup, RFP data collection, and coordinate with teams on reporting and renewal packages.

The role requires strong communication, confidentiality, and proficiency in Microsoft Office. Responsibilities include tracking action items, auditing reports, inputting premiums, and assisting with stop loss implementation.

Qualifications

• Bachelor’s Degree in Business Administration or related field, or equivalent experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Ability to attend company, department, and team meetings as needed.
• Demonstrated ability to protect confidentiality of client and company information.
• Excellent organizational skills and time management to meet deadlines.

Responsibilities

• Understands and assists with Monthly Claims Exhibits; as needed.
• Complete new client set-up including forms, notifying teams, implementing reporting, and building folders.
• Report back action items from weekly team calls.
• Participate in trainings and collaboration sessions.
• Input premiums and reimbursements for previous year into Budget Projection workbook.
• Track and manage open items including outstanding premium issues and reporting gaps.
• Audit reporting received post placement.
• Assist with client questions by investigating and consulting the Manager.
• Ensure client data is validated and up-to-date (contacts, etc.).
• Complete Client Information Questionnaire and assist Core team as needed.
• Review and verify RFP Data Request information for accuracy.
• Sends RFP to Manager for review before market submission.
• Update Marketing Tracker with progress.
• Save and organize RFP responses with proper naming in client folders.
• Enter carrier responses into Renewal Package, Claims and Premium Experience.
• Request Clinical Reviews for firm deliverables.
• Assist with stop loss policy implementation.

Skills

Verbal communication

Interpersonal skills

Time management

Organizational skills

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office

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

ESSENTIAL JOB DUTIES AND 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.