Stop-Loss Client Solutions Consultant

Lockton; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton is seeking a client services professional in Plano, TX to manage a portfolio of 40-60 accounts with support from coordinators. The role emphasizes delivering final client deliverables, presenting to teams and clients, and supporting growth initiatives under leadership oversight.

Applicants should have a Bachelor's in Business Administration (or equivalent experience), 3–5 years in client services, and strong MS Office skills, with knowledge of brokerage industry trends and regulations.

Qualifications

• Bachelor’s Degree in Business Administration or related field, or years of experience equivalent.

Responsibilities

• Responsible for approximately 40-60 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator.

Skills

Client services

Microsoft Office

Communication skills

Brokerage industry knowledge

Time management

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Office Suite

Word

Excel

PowerPoint

Job description

Lockton is seeking a client services professional in Plano, TX to manage a portfolio of 40-60 accounts with support from coordinators. The role emphasizes delivering final client deliverables, presenting to teams and clients, and supporting growth initiatives under leadership oversight.

Applicants should have a Bachelor's in Business Administration (or equivalent experience), 3–5 years in client services, and strong MS Office skills, with knowledge of brokerage industry trends and regulations.