Account Coordinator
Lockton, Inc.
Job Summary: 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
- 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
Vacancy posted 5 days ago
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