Account Coordinator, Stop Loss

Lockton•Kansas City, MO

About The Position

This role is responsible for a variety of tasks related to client account management, including assisting with monthly claims exhibits, new client set-up, tracking open items, conducting audits, and managing client data. The position also involves collecting and processing RFP data, entering carrier responses, and assisting with stop loss policy implementation. The company, Lockton Companies LLC, is committed to providing equal opportunity and fostering a diverse and inclusive work environment where all employees feel valued and accepted.

Requirements

Bachelor’s Degree in Business Administration or related field and/or equivalent years of experience.
Strong knowledge of Microsoft Office Suite (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, 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 to meet deadlines.

Responsibilities

Understand and assist with Monthly Claims Exhibits.
Complete new client set-up, including form completion, team notification, reporting implementation, stop loss carrier notification, and folder creation.
Report action items from weekly team calls.
Engage in regularly scheduled trainings and collaboration sessions.
Assist with inputting premium and reimbursements into the Budget Projection workbook.
Track and manage all open items, such as outstanding premium issues, missing reporting, and reimbursement updates.
Conduct an audit of reporting received post-placement.
Assist with client questions, issues, and problems by investigating and seeking confirmation from the Manager.
Ensure client data is validated and up-to-date.
Complete the Client Information Questionnaire based on Strategy calls or delegate to the Core team.
Collect and review RFP Data Request information for accuracy.
Send RFPs to the Manager for review before sending to the market.
Update the Marketing Tracker with progress.
Collect, review, and save RFP responses with the proper naming convention in the client’s folder.
Enter carrier responses, Claims, and Premium Experience into the Renewal Package.
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 various workgroups that advance practice initiatives.