Associate Consultant - Stop Loss

ESSENTIAL JOB DUTIES AND RESPONSIBILITIES

•       Responsible for managing book of business (number of accounts depending on other responsibilities and factors), with assistance from an Account Coordinator or Senior Account Coordinator

•       Responsible for creation of client deliverables, as well as written recommendations

•       Adheres to established peer review requirements, remaining open to constructive feedback as part of continued growth

•       Responsible for presenting client deliverable, as needed, to core team and/or client with leadership supervision

•       Supports new practice initiatives

•       Potential responsibility related to growth (build relationship and working parameters with growth team)

•       Seen as Subject Matter Expert by core teams and/or clients

•       Minimal escalations required to complete traditional renewals

•       First line of defense for escalated issues related to marketing, claims and/or clinical with ability to discern further escalation to Manager

•       Obtain/maintain license

QUALIFICATIONS

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

•       3-5 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

•       Demonstrates strong working knowledge and experience within brokerage industry

•       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 efficiently organize work and manage time in order to meet deadlines

•       Legally able to work in the United States

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.

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