Account Coordinator, Stop Loss

Lockton•Plano, TX

About The Position

The Account Coordinator, Stop Loss supports stop loss account and renewal processes by coordinating client setup, reporting, data validation, requests for proposal, carrier responses, policy implementation, and audit and reconciliation activities. The role tracks outstanding items, supports client inquiries, maintains client records and marketing trackers, and collaborates with managers, teams, and carriers. The position also participates in trainings, collaboration sessions, and workgroups that advance practice initiatives. Lockton Companies LLC states that it provides equal opportunity to grow and advance and is committed to an inclusive workplace where team members feel valued, accepted, and safe to bring their authentic selves to work.

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 organize work efficiently 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 scheduled trainings and collaboration sessions.
Assist with entering prior-year premiums 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 as needed.
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 sending them to market.
Update the Marketing Tracker with progress.
Collect, review, and save RFP responses in the client folder using the proper naming convention.
Enter carrier responses into the Renewal Package and 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.