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 40–60 accounts with support from coordinators. You will deliver finalized client paperwork and recommendations for peer review, and present deliverables to the team or client under supervision.

The role emphasizes growth-oriented relationships, SME status with clients, and handling renewals with limited escalations. You will obtain and maintain the required license and stay compliant with industry regulations.

Qualifications

• Bachelor’s degree in Business Administration or related field.
• 3-5 years of Client services experience.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills.
• Demonstrates strong working knowledge and experience within brokerage industry.

Responsibilities

• Responsible for approximately 40-60 total accounts, 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 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.
• Obtain/maintain license.

Skills

Verbal communication

Interpersonal skills

Time management

Education

Bachelor's degree in Business Administration or related field

3-5 years of client services experience

Tools

Microsoft Office Suite

Job description

Your 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
• Obtain/maintain license

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.