Client Services & Data Coordinator (Insurance)

Lockton Companies; Kansas City (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

Lockton Companies is seeking a detail-oriented professional to support client services and claims administration in Kansas City, MO. You will configure new client setups, manage reporting, and collaborate with teams to ensure timely, accurate processing of premiums and claims data.

You will maintain client data integrity, respond to client inquiries, and participate in ongoing training. A BS in business or related field and strong MS Office skills are required for this role.

Qualifications

• Bachelor’s degree in business or related field, or equivalent experience.
• Strong knowledge of MS Office Suite (Word, Outlook, Excel, PowerPoint).
• Excellent verbal and interpersonal communication skills.
• Ability to complete continuing education requirements.
• Ability to attend company, department, and team meetings, including industry training.
• Ability to comply with policies and protect confidentiality of client and company information.
• Strong time management and organizational skills.

Responsibilities

• Assist with Monthly Claims Exhibits as needed.
• Complete new client set-up: form, notify teams, reporting, stop loss carrier.
• Report back action items from weekly team calls.
• Participate in trainings and collaboration sessions.
• Input premiums and reimbursements into Budget Projection workbook.
• Track and manage open items and outstanding premiums/issues.
• Audit reporting received post-placement and ensure accuracy.
• Assist with client questions by investigating issues and escalating when needed.
• Validate and maintain up-to-date client data.
• Complete Client Information Questionnaire and collect data for RFPs.
• Review RFP data for accuracy and send to manager for review.
• Update Marketing Tracker with progress.
• Enter carrier responses into Renewal Package and Claims/Premium Experience.
• Request Clinical Reviews for firm deliverables.
• Complete Phase 1 of Audits and 1/1 claims reconciliations.
• Participate in workgroups advancing practice initiatives.

Skills

MS Office proficiency

Verbal communication

Interpersonal skills

Time management

Confidentiality

Continuing education

Education

Bachelor's degree in Business Administration

Job description

Lockton Companies is seeking a detail-oriented professional to support client services and claims administration in Kansas City, MO. You will configure new client setups, manage reporting, and collaborate with teams to ensure timely, accurate processing of premiums and claims data.

You will maintain client data integrity, respond to client inquiries, and participate in ongoing training. A BS in business or related field and strong MS Office skills are required for this role.