Insurance Client Success Coordinator

Lockton Companies; Kansas City (MO); On-site; USD 42,000 - 62,000; Full time

Job summary

Lockton Companies in Kansas City, MO seeks a Client Services Associate to support client inquiries, maintain documentation, and coordinate with underwriters. The role involves processing policies, assisting in renewals, and preparing client communications.

The position requires up to three years in client services, strong MS Office skills, and excellent verbal communication abilities. Travel may be required; a Bachelor’s degree or equivalent experience is expected.

Qualifications

• Bachelor’s Degree in Business Administration or related field required or equivalent experience.
• Up to three years of Client services experience is required.
• Strong verbal and interpersonal communication skills required.
• Understanding of industry trends and governmental regulations and ability to attend trainings.

Responsibilities

• Responds to routine client inquiries and documents communications and resolutions.
• Prepares written correspondence and communicates with underwriters as requested by senior staff.
• Reviews policies and endorsements for accuracy and completeness.
• Assists in the renewal process by gathering enrollment and benefit reports.
• Supports production of employee communications and financial reporting for renewals.

Skills

Client services

Verbal communication

Time management

Education

Bachelor’s Degree in Business Administration or related field

Tools

Microsoft Office Suite

Job description

Lockton Companies in Kansas City, MO seeks a Client Services Associate to support client inquiries, maintain documentation, and coordinate with underwriters. The role involves processing policies, assisting in renewals, and preparing client communications.

The position requires up to three years in client services, strong MS Office skills, and excellent verbal communication abilities. Travel may be required; a Bachelor’s degree or equivalent experience is expected.