Apply on Employer Site

Lockton · 23 hours ago

Account Coordinator

Plano, TX

Full-time

Onsite

Entry Level

3+ years exp

Lockton is a company that specializes in insurance and risk management services. They are seeking an Account Coordinator to assist with client services, manage claims exhibits, and support the team in various administrative tasks.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

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

Qualification

Client services experienceMicrosoft Office SuiteIndustry trends knowledgeInterpersonal communicationTime management

Required

Bachelor's Degree in Business Administration or related field and/or years of experience equivalent

Up to three years of Client services experience is required

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Strong verbal and interpersonal communication skills required

Understands industry trends and governmental regulations

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

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

Ability to work on a computer for a prolonged amount of time

Ability to work outside of normal business hours as needed

Legally able to work in the United States

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)