Consultant, Stop Loss

RiseMe; Philadelphia (Philadelphia County); On-site; USD 90,000 - 150,000; Full time

Job summary

Lockton Companies LLC is seeking a seasoned account management professional to oversee a portfolio of client accounts, deliver strategic client deliverables, and act as a subject matter expert for both clients and internal teams.

The role emphasizes development of staff, collaboration with growth teams, and ensuring successful renewals with minimal escalations, including audit phases and licensing upkeep.

Qualifications

• Bachelor’s degree or equivalent experience.
• 6–10 years of insurance/broker industry experience in consulting or account management.
• Strong interpersonal communication and critical thinking skills.
• Excellent organizational and communication skills.
• Ability to travel for client/team meetings.
• Legal right to work in the United States.

Responsibilities

• Manage approximately 30–50 accounts with support from an Account Coordinator.
• Present client deliverables to core teams and/or clients.
• Serve as subject matter expert to teams and clients.
• Lead growth initiatives with the growth team.
• Coach and develop associates and provide leadership feedback.
• Support Phase 3 of Audits and maintain licensure.

Skills

Interpersonal communication

Critical thinking

Computer skills

Education

Bachelor’s degree in business or related field

6–10 years insurance/broker industry experience in consulting or account management

Tools

Microsoft Office

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.