Account Coordinator - Stop Loss

Lockton•Plano, TX

About The Position

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES Understands and assists with Monthly Claims Exhibits; as needed. Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder) Responsible for reporting back action items from weekly team calls Engages in regularly scheduled trainings and collaboration sessions Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.) Conducts an audit of reporting received post placement Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager Responsible for ensuring client data is validated and up-to-date (contacts, etc.) Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete Collects RFP Data Request information and reviews for accuracy Sends RFP to Manager for review prior to sending to market Updates Marketing Tracker with progress Collects, reviews and saves RFP responses with the proper naming convention in the client’s folder Enters carrier responses into Renewal Package, as well as Claims and Premium Experience Requests Clinical Reviews for firm deliverables Assists with stop loss policy implementation Completes Phase 1 of Audits Responsible for completion of 1/1 claims policy reconciliations Participates in various workgroups that push forward practice initiatives

Requirements

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Strong verbal and interpersonal communication skills required
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 all company policies and procedures, proactively protecting confidentiality of client and company information
Ability to efficiently organize work and manage time in order to meet deadlines

Responsibilities

Understands and assists with Monthly Claims Exhibits; as needed.
Complete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)
Responsible for reporting back action items from weekly team calls
Engages in regularly scheduled trainings and collaboration sessions
Assist with inputting the premium and reimbursements for previous year into Budget Projection workbook
Tracks and manages all open items (outstanding premium issues, missing reporting, outstanding reimbursement updates to teams, etc.)
Conducts an audit of reporting received post placement
Assists with client questions, issues and/or problems by investigating first and then seeking confirmation from Manager
Responsible for ensuring client data is validated and up-to-date (contacts, etc.)
Completes Client Information Questionnaire based on Strategy calls and/or sends to Core team to complete
Collects RFP Data Request information and reviews for accuracy
Sends RFP to Manager for review prior to sending to market
Updates Marketing Tracker with progress
Collects, reviews and saves RFP responses with the proper naming convention in the client’s folder
Enters carrier responses into Renewal Package, as well as Claims and Premium Experience
Requests Clinical Reviews for firm deliverables
Assists with stop loss policy implementation
Completes Phase 1 of Audits
Responsible for completion of 1/1 claims policy reconciliations
Participates in various workgroups that push forward practice initiatives