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Client Specialist - Stop Loss

Lockton
Posted 6 months ago, valid for 11 days
Location

Chicago, IL 60678, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The position is responsible for managing 20-40 accounts, performing tasks associated with both the Account Coordinator and Senior Account Coordinator roles.
  • Key responsibilities include building client relationships, delivering budget projections, and preparing renewal packages with various analytical components.
  • The role requires negotiation with carrier partners to achieve optimal outcomes for clients and involves peer review of final deliverables.
  • Candidates should have a minimum of 3 years of relevant experience, and the salary for this position is competitive based on experience.
  • While the preferred location is Chicago, the role offers flexibility for remote work options.

• Responsible for 20-40 total accounts (depending on other responsibilities and factors), doing all responsibilities of the Account Coordinator and Senior Account Coordinator

• Builds and manages relationships with client(s) (core team and/or carrier)

• Reviews, completes and delivers Budget Projections to core teams

• Completes renewal package (enter carrier responses, claims and premium experience, benchmarking, Monte Carlo, formatting of tables and charts, finalizing Power Point deliverable)

• Negotiates with carrier partners the most optimal outcome for our client(s)

• Sends final client deliverable, as well as written recommendation, to dedicated team member for peer review

• Revises deliverable and recommendation based on peer review and delivers final results to core team

• Hosts standard meetings with core teams to discuss marketing status and other open items

• Provides feedback to carrier partners on renewal and new business

• Attend client meetings/calls to observe presentation by manager and/or leadership

• Liaison between core team and claims team

• Liaison between core team and AMAP team

• Obtain/maintain license



Preferred location: Chicago but open to remote

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