Consultant, Stop Loss

Socket.dev; Kansas City (MO); On-site; USD 90,000 - 130,000; Full time

Job summary

Lockton Companies LLC seeks a senior client account leader in the United States. You will manage a portfolio of 30–50 accounts, present deliverables to core teams or clients, and serve as a subject matter expert for internal and external stakeholders.

The role includes leadership coaching, growth relationship planning, and ensuring smooth renewals. The ideal candidate has 6–10 years in insurance/broker consulting or account management, strong interpersonal and analytical skills, and is legally

Qualifications

• Bachelor’s degree in business or related field with emphasis in marketing/finance or equivalent.
• 6–10 years of insurance/broker industry experience in consulting or account management.
• Strong interpersonal communication and critical thinking skills.
• Excellent computer skills with knowledge of software packages.
• Current required licenses or ability to obtain immediately.
• Excellent organizational and communication skills.
• Willingness to travel for client/team meetings.
• Legal right to work in the United States.

Responsibilities

• Manage approximately 30–50 client accounts with support from coordinators.
• Present client deliverables to core teams or clients as needed.
• Be viewed as a Subject Matter Expert by teams and clients.
• Lead and coach others in development and relationship growth.
• Develop growth parameters with the growth team.
• Handle renewals with minimal escalations and complexity.
• Participate in growth initiatives and additional responsibilities.
• Peer-review deliverables from Client Specialist and Associate Consultant.
• Complete Phase 3 of Audits.
• Obtain and maintain required licenses.

Skills

Interpersonal communication

Critical thinking

Organizational skills

Education

Bachelor's degree in business or related field

Tools

Software packages

Job description

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

• Responsible for approximately 30-50 total accounts (depending on other responsibilities and factors), with assistance from an Account Coordinator or Senior Account Coordinator
• Responsible for presenting client deliverable, as needed, to core team and/or client
• Seen as Subject Matter Expert by core teams and/or clients, as well as team members
• Responsibility related to management and associate development, with leadership coaching
• Responsibility related to growth (build relationship and working parameters with growth team)
• Minimal to no escalations required to complete traditional and/or complex renewals
• Additional responsibility related to growth (build relationship and working parameters with growth team)
• Additional responsibilities related to management and associate development
• Able to peer review Client Specialist and Associate Consultant deliverables
• Completes Phase 3 of Audits
• Obtain/maintain license

QUALIFICATIONS

• Bachelor’s Degree in business or related field with heavy emphasis in marketing and finance, or equivalent education and experience.
• 6-10 years of insurance/broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical thinking skills required
• Excellent computer skills required with strong knowledge of software packages.
• Current required licenses or ability to immediately obtain.
• Excellent organizational and communication skills.
• Must be available for travel for client/team meetings.
• Legal right 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.

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