Associate Consultant, Stop Loss

Lockton; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton is seeking a client services professional in Plano, TX to manage a portfolio of 40-60 accounts with support from coordinators. The role emphasizes delivering final client deliverables, presenting to teams and clients, and supporting growth initiatives under leadership oversight.

Applicants should have a Bachelor's in Business Administration (or equivalent experience), 3–5 years in client services, and strong MS Office skills, with knowledge of brokerage industry trends and regulations.

Qualifications

• Bachelor’s Degree in Business Administration or related field, or years of experience equivalent.

Responsibilities

• Responsible for approximately 40-60 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator.

Skills

Client services

Microsoft Office

Communication skills

Brokerage industry knowledge

Time management

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Office Suite

Word

Excel

PowerPoint

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

• Responsible for approximately 40-60 total accounts (depending on other responsibilities and factors) , with assistance from an Account Coordinator or Senior Account Coordinator
• Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review
• Responsible for presenting client deliverable, as needed, to core team and/or client with leadership supervision
• Potential responsibility related to growth (build relationship and working parameters with growth team)
• Seen as Subject Matter Expert by core teams and/or clients
• Minimal escalations required to complete traditional renewals
• First line of defense for escalated issues related to marketing, claims and/or clinical with ability to discern further escalation to Manager

Qualifications

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• 3-5 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• 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
• Legally able to work in the United States

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.