Demo

Account Executive, Stop Loss

Lockton
Plano, TX Full Time
POSTED ON 4/18/2025
AVAILABLE BEFORE 5/17/2025
Your Responsibilities

  • Manage and organize task lists and open items.
  • Collect and review data necessary to prepare and distribute new and renewal stop loss RFP’s.
  • Create new and renewal stop loss proposal documents for client delivery.
  • Coordinate stop loss implementation process with teams, TPAs, brokers and stop loss carriers including regular tracking to ensure receipt, accuracy and carrier delivery.
  • Review of all documents related to clients’ stop loss coverage including policies and administrative agreements to ensure accuracy and prevent gaps in coverage.
  • Ability to manipulate large spreadsheets and SharePoint data site.
  • Track program premium and commissions and work with Client Service Team or Broker to help resolve any client deficiencies.
  • Meet with Client Service Teams alone or in conjunction with other team members to review monthly a) large claims, b) abnormal utilization results, c) managed care and ongoing case management opportunities.
  • Other responsibilities as required

Qualifications

  • Bachelor’s Degree in business or related field or equivalent education and experience.
  • Three to five years stop loss insurance experience is preferred.
  • Firm working knowledge of health plan operations including state and federal compliance requirements.
  • Strong attention to detail.
  • Excellent computer skills with proficiency in Microsoft Office products.
  • Customer service and claims expertise with the ability to develop strong relationships with co-workers, clients and Client Service Teams.
  • Proven critical thinking and problem-solving skills.
  • Current required licenses or ability to immediately obtain.
  • Excellent organizational and communication skills.
  • Must be available for travel and willing to accept

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