Associate Account Executive

4 days ago

Plano, Texas, United States Lockton, Inc. Full time
Job Summary:

We are seeking an experienced Associate Account Executive to join our team at Lockton, Inc. in the Stop Loss department. The successful candidate will be responsible for collecting, reviewing, and preparing data to issue to the market for quotes into the stop loss program(s).

Key Responsibilities:

  • Assist with the implementation process with teams, TPA's, and stop loss carriers.
  • Review all agreements and/or documents related to client's stop loss coverage, including policy and ASO agreements.
  • Assist in ongoing case and experience data to help recommend implement appropriate case management and cost recovery programs.
  • Meet with teams to review monthly large claims, abnormal utilization results, managed care, and ongoing case management opportunities.
  • Assist with client/carrier issue resolution, including gray claims resolution.
  • Coordinate workflow with Senior Account Executive and/or Account Executive.
  • Participate in monthly LDBC meeting.

Requirements:

  • Associate Degree in a business-related field or equivalent experience in the insurance industry.
  • At least 2 years of experience in the insurance industry, specifically in employee welfare benefits.
  • Strong customer service skills, with the ability to develop strong client relationships.
  • Firm working knowledge of welfare benefits, with a basic understanding of risk and insurance concepts.
  • Ability to interact with vendors effectively.
  • Excellent computer skills, including word processing and spreadsheet expertise.
  • Good working knowledge of differing financial arrangements and products available to clients.
  • Must have excellent critical thinking and claims resolution expertise.
  • Current required licenses or ability to immediately obtain.
  • Excellent organizational and communication skills.
  • Must be available for travel and willing to accept responsibility for client/vendor entertainment.
  • Legal right to work in the United States.

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