Account Coordinator, Stop Loss

Lockton•Kansas City, MO

About The Position

The Account Coordinator, Stop Loss supports stop-loss client account administration, reporting, renewals, and policy implementation. The role coordinates client setup, tracks account action items and outstanding issues, validates client information, and assists with client questions. It also supports the collection and review of RFP information and responses, renewal documentation, claims and premium experience, clinical reviews, audits, and policy reconciliations. The coordinator participates in team trainings, collaboration sessions, meetings, and workgroups that advance practice initiatives.

Requirements

Bachelor’s degree in Business Administration or a related field, and/or equivalent years of experience.
Strong knowledge of Microsoft Office Suite, including Word, Outlook, Excel, and PowerPoint.
Strong verbal and interpersonal communication skills.
Ability to complete continuing education requirements as needed.
Ability to attend company, department, and team meetings as required, including industry training sessions.
Ability to comply with company policies and procedures and proactively protect confidential client and company information.
Ability to efficiently organize work and manage time to meet deadlines.

Responsibilities

Understand and assist with Monthly Claims Exhibits as needed.
Complete new client setup, including preparing the New Form, notifying teams and the stop-loss carrier, implementing reporting, and building the client folder.
Report action items from weekly team calls.
Participate in regularly scheduled trainings and collaboration sessions.
Assist with entering the previous year’s premium and reimbursements into the Budget Projection workbook.
Track and manage open items, including outstanding premium issues, missing reporting, and reimbursement updates to teams.
Audit reporting received after placement.
Investigate client questions, issues, and problems, and seek confirmation from the Manager.
Ensure client data, including contact information, is validated and up to date.
Complete the Client Information Questionnaire based on Strategy calls or send it to the Core team for completion.
Collect RFP Data Request information and review it for accuracy.
Send RFPs to the Manager for review before they are sent to market.
Update the Marketing Tracker with progress.
Collect, review, and save RFP responses in the client’s folder using the proper naming convention.
Enter carrier responses into the Renewal Package and into Claims and Premium Experience.
Request Clinical Reviews for firm deliverables.
Assist with stop-loss policy implementation.
Complete Phase 1 of audits.
Complete 1/1 claims policy reconciliations.
Participate in workgroups that advance practice initiatives.