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.