Talent.com
Lockton Companies
Account CoordinatorLockton Companies • Plano, United States of America
Account Coordinator

Account Coordinator

Lockton Companies • Plano, United States of America
23 days ago
Job type
  • Full-time
Job description

ESSENTIAL JOB DUTIES AND 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

QUALIFICATIONS:

  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • 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

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

#LI-DG2

#LI-MM4

Create a job alert for this search

Account Coordinator • Plano, United States of America

Similar jobs

Service Account Coordinator

Alphabe InsightDallas, TX, United States
Full-time

At Skillbridge Academy, we are dedicated to empowering individuals through education and career development.Our mission is to bridge the gap between talent and opportunity by providing structured p... Show more

 • Promoted

Account Coordinator

R2 LogisticsDallas, TX, United States
Full-time

Account CoordinatorAre you looking for an opportunity in an energetic office environment that allows you to utilize your administrative and customer service skills? The Account Coordinator plays a ... Show more

 • Promoted

Account Manager

TradeJobsWorkForce75283 Dallas, TX, US
Full-time

Account Manager Job Duties: Manage multiple accounts, ensuring that a high level of customer ret... Show more

 • Promoted

Accounts Examiner (McKinney)

Texas Workforce CommissionMckinney, TX, United States
Full-time

Texas Workforce Commission connects people with careers across the state.While we are based in Austin, we have offices statewide.We're a Family Friendly Certified Workplace with great work-life bal... Show more

 • Promoted

Jira Project Coordinator - Banking and payments domain

IntersourcesFrisco, TX, United States
Full-time

Location: Frisco, TX, OR Farmington Hills MI - (at least two days on site per week) (open for relocation) Duration: 12 months.Maintain and organize Jira boards for projects in alignment with client... Show more

 • Promoted

81E - Admin - Associate Account Manager

Dallas CowboysFrisco, TX, United States
Full-time

The Associate Account Manager is responsible for managing client relationships, executing programs, and achieving revenue and gross margin goals.The custom team focuses on project-specific orders a... Show more

 • Promoted

Hospitality Coordinator

HB TravelsFrisco, TX, United States
Full-time

We are a travel services agency dedicated to creating smooth, personalized, and memorable experiences for our clients.From luxury cruises and resort stays to custom itineraries, our focus is on del... Show more

 • Promoted

Account Coordinator- Advertising & Marketing

GIG USADallas, TX, United States
Full-time

We have an immediate opening for an Account Coordinator to support the increasing demands for our knowledge of the products and brands we represent.In this role, you will train directly with a ment... Show more

 • Promoted

Account Coordinator I

Service ExpertsRichardson, TX, United States
Full-time

The Operations Specialist will be responsible for contractor licensing and maintaining license agreement records/current and back up license holders.In addition, you will handle acquisition pre-wor... Show more

 • Promoted

Remote Client Relations Coordinator

TradeJobsWorkforce75024 Plano, TX, US
Remote
Full-time

As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, ... Show more

 • Promoted

Account Coordinator

Cartamundi East Longmeadow LLCDallas, TX, United States
Full-time

Join the global leader in the fast-growing playing cards and board games industry.Cartamundi's purpose is "Sharing the Magic of Playing together".A powerful purpose that drives social and interacti... Show more

 • Promoted

Account Coordinator

Adecco US, Inc.Dallas, TX, United States
Full-time

Adecco is assisting a local client recruiting for an Account Coordinator working at Los Angeles or San Francisco and TX, NY, Chicago, Miami.This is an excellent opportunity to join a winning cultur... Show more

 • Promoted

Account Coordinator

MorochDallas, TX, United States
Full-time

Job SummaryThe Account Coordinator supports the account team by coordinating internal and external communications, managing project timelines and deliverables, trafficking creative assets, and hand... Show more

 • Promoted

Coordinator - Accounts Payable

Sunoco LPDallas, TX, United States
Full-time

Energy Transfer, a Fortune 50 organization, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering Americas energy.We are driven to inspire... Show more

 • Promoted

Account Director, Wave Team

FMGIPlano, TX, United States
Full-time

Dallas Headquarters - Plano, TX 75093.Bachelor's degree in business, marketing, or a related field; or one to two years related experience and/or training; or equivalent combination of education an... Show more

 • Promoted

Executive Underwriter - Hybrid - Large Accounts

PMA CompaniesPlano, TX, United States
Full-time

Underwrite new and renewal business which includes solicitation, selection, rejection, and pricing of complex risks.Administer and monitor underwriting rules and guidelines, rating manual rules, an... Show more

 • Promoted

Account Coordinator

Lockton, Inc.Plano, TX, United States
Full-time

Job Summary:Understands and assists with Monthly Claims Exhibits; as neededComplete new client set-up (New Form, notify teams, implement reporting, notify stop loss carrier, build folder)Responsibl... Show more

 • Promoted

Senior Coordinator, Finance Support (Hybrid)

RaytheonRichardson, TX, United States
Full-time

Coordinator, Enterprise Services Order To Cash.The Enterprise Services (ES) Order to Cash (OTC) organization is seeking a strong candidate to join our energetic and fast-paced Collections Team.Coor... Show more

 • Promoted

Sr. Freight Forwarding Coordinator

The Robinson/Diamond Resource GroupPlano, TX, United States
Full-time +1

Freight Forwarding Coordinator.Compensation: $65,000 $72,000 annually.We are seeking a detail-oriented and experienced Freight Forwarding Coordinator to support international logistics operations ... Show more

 • Promoted

Cosmetics Product Coordinator (50420)

Platinum Dermatology PartnersPlano, TX, United States
Full-time

Company Conformance Statements: In the performance of their respective tasks and duties all employees are expected to conform to the following:.Perform quality work within deadlines with or without... Show more