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Account Coordinator
Account CoordinatorLockton, Inc. • Plano, TX, United States
Account Coordinator

Account Coordinator

Lockton, Inc. • Plano, TX, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Summary :

  • 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 : Qualifications :

  • 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
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