Client Success & Claims Coordinator

Lockton; Plano (TX); On-site; USD 55,000 - 70,000; Full time

Job summary

Lockton Companies LLC is seeking an organized professional to support monthly claims exhibits, client set-up, and ongoing reporting across teams. The role involves coordinating with multiple departments, inputting financial data, and tracking outstanding items to ensure accurate client deliverables.

The candidate will participate in regular trainings, maintain up-to-date client data, and support RFPs, audits, and renewal packages.

Qualifications

• Bachelor's degree or equivalent experience in business-related field.
• Strong verbal and interpersonal communication skills required.
• Ability to attend meetings and industry trainings as needed.
• Proactive in protecting confidentiality of client and company information.

Responsibilities

• Assist with Monthly Claims Exhibits as needed.
• Set up new clients: form, notify teams, reporting, stop loss carrier, and folder.
• Report back action items from weekly team calls.
• Participate in trainings and collaboration sessions.
• Input premiums and reimbursements into Budget Projection workbook.

Skills

Verbal communication

Interpersonal skills

Time management

Microsoft Office proficiency

Education

Bachelor's Degree in Business Administration or related field

Tools

Microsoft Office

Job description

Lockton Companies LLC is seeking an organized professional to support monthly claims exhibits, client set-up, and ongoing reporting across teams. The role involves coordinating with multiple departments, inputting financial data, and tracking outstanding items to ensure accurate client deliverables.

The candidate will participate in regular trainings, maintain up-to-date client data, and support RFPs, audits, and renewal packages.