Consultant, Stop Loss

Lockton • Philadelphia, PA

5d

About The Position

The Consultant, Stop Loss manages approximately 30–50 accounts, depending on other responsibilities and factors, with support from an Account Coordinator or Senior Account Coordinator. The role presents client deliverables to the core team and/or clients as needed and is viewed as a subject matter expert by core teams, clients, and colleagues. It includes responsibilities related to growth, management, and associate development, including leadership coaching. The Consultant completes Phase 3 of audits, peer reviews deliverables from Client Specialists and Associate Consultants, and obtains or maintains required licenses.

Requirements

• Bachelor’s degree in business or a related field with a strong emphasis on marketing and finance, or equivalent education and experience.
• 6–10 years of insurance or broker industry experience, specifically in consulting or account management.
• Strong interpersonal communication and critical-thinking skills.
• Excellent computer skills and strong knowledge of software packages.
• Current required licenses or the ability to obtain them immediately.
• Excellent organizational and communication skills.
• Availability to travel for client and team meetings.
• Legal right to work in the United States.

Responsibilities

• Manage approximately 30–50 accounts with assistance from an Account Coordinator or Senior Account Coordinator.
• Present client deliverables to the core team and/or clients as needed.
• Serve as a subject matter expert for core teams, clients, and team members.
• Contribute to growth by building relationships and establishing working parameters with the growth team.
• Support management and associate development, including leadership coaching.
• Peer review deliverables from Client Specialists and Associate Consultants.
• Complete Phase 3 of audits.
• Obtain and maintain required licenses.
• Complete traditional and/or complex renewals with minimal to no escalations.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior