Account Coordinator, Stop Loss

Lockton; Plano (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

Lockton is seeking a detail‑oriented professional to support monthly claims exhibits, client set‑ups, and reporting. The role involves coordinating with teams, maintaining data accuracy, and participating in training sessions. Strong Office skills and communication are essential to success in this position.

We offer opportunities to work with a collaborative team, manage renewal documentation, and ensure timely completion of client deliverables within a supportive environment.

Qualifications

• Strong verbal and interpersonal communication skills required.
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to efficiently organize work and manage time in order to meet deadlines.
• Bachelor's Degree in Business Administration or related field and/or years of experience equivalent.

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).
• Report back action items from weekly team calls.
• Engage in regularly scheduled trainings and collaboration sessions.
• Input the premium and reimbursements for previous year into Budget Projection workbook.

Skills

Communication skills

Time management

Attention to detail

Professionalism

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

At Lockton, we're passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We're active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

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

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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what's right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.