Client Operations Coordinator

Socket.dev; Kansas City (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Lockton Companies LLC in Missouri is seeking a detail-oriented operations professional to support client onboarding, claims processing, reporting, and renewal activities. You will assist with monthly claims exhibits, new client setups, data validation, and ensuring proper documentation and RFP handling.

The role requires strong Microsoft Office knowledge, excellent communication, and the ability to manage multiple open items while coordinating with teams during audits and trainings.

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.

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

Skills

Microsoft Office Suite

Verbal communication

Time management

Education

Bachelor’s Degree in Business Administration or related field

Job description

Lockton Companies LLC in Missouri is seeking a detail-oriented operations professional to support client onboarding, claims processing, reporting, and renewal activities. You will assist with monthly claims exhibits, new client setups, data validation, and ensuring proper documentation and RFP handling.

The role requires strong Microsoft Office knowledge, excellent communication, and the ability to manage multiple open items while coordinating with teams during audits and trainings.