Associate Consultant, Stop Loss

Lockton; Plano (TX); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Lockton in Plano, TX is seeking an Associate Consultant, Stop Loss to manage client accounts and deliver trusted, practical guidance. The role focuses on coordinating deliverables, collaborating with core teams, and supporting growth initiatives.

The candidate should have a Bachelor’s degree with 3-5 years of client services experience, plus strong MS Office skills and solid communication. This is a full-time position with licensing responsibilities and ongoing professional development.

Formación

• Bachelor’s degree or equivalent experience.
• 3-5 years of client services experience required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Strong verbal and interpersonal communication skills required.
• Understanding of brokerage industry and regulatory trends.

Responsabilidades

• Manage approximately 40-60 total accounts with support from an Account Coordinator.
• Submit final client deliverable and written recommendation for peer review.
• Present client deliverables to core team and/or client with leadership supervision.
• Grow accounts by building relationships with growth team.
• Be the Subject Matter Expert for core teams and clients.
• Minimal escalations needed to complete traditional renewals.
• Handle escalations related to marketing, claims and/or clinical and escalate when needed.
• Obtain/maintain license.

Conocimientos

Client services experience

Verbal communication

Interpersonal skills

Time management

Educación

Bachelor’s Degree in Business Administration or related field

Herramientas

Microsoft Office Suite

Descripción del empleo

Associate Consultant, Stop Loss – (2601VS)

Description

++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
• 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.

Primary Location

: TX-Plano

Schedule

: Full-time

Hiring Manager

: Erick Punches

Organization

: Center Services Series

Anticipated Closing Date

:Ongoing|Ongoing