Complex Claims Coordinator
Dallas, Texas, United States of America
Client Services
2500G4
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Kansas City
Business unit
Lockton-Dunning Series
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
Remote
Your Responsibilities
- Acquire and maintain clinical and financial data/reporting within excel spreadsheets
- Analyze and interpret client data warehouse information
- Assist team with claim projections and underwriting reviews
- Prepare task lists, reports and presentations as needed
- Develop and update tracking for project and client deliverables
- Support team with outreach and communication to claims administrators
- Comply with HIPAA Standards and protect the confidentiality of data
- Perform special projects as necessary
- Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
Qualifications
- 2 or 4-year degree (preferably in health-related field), or equivalent work-related experience
- Understanding of medical terminology
- Proficient in Microsoft products (Excel, PowerPoint, Word, Outlook)
- Excellent verbal and written skills, with proven ability to interact with associates at all levels in the organization
- Excellent time management and organizational skills with ability to manage changing priorities as needed
- Knowledge of insurance claims processing and/or medical transcription and records is a plus
- Previous benefits insurance brokerage/consulting experience preferred
- Certified Self-Funding Specialist Certification preferred; or must be completed within first 6 months of employment
- Certification in health related/patient care role preferred (LPN, MA, NST, HHA, EMT)
- Legally able to work in the United States
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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April 8, 2025
Lockton is thrilled to announce that we have been named a finalist for the prestigious Plan Sponsor of the Year award by PLANSPONSOR, the leading educational and informational resource for U.S. retirement benefit programs. The Plan Sponsor of the Year annual awards program celebrates retirement plan sponsors who demonstrate an outstanding commitment to their participants' financial health and retirement success. At Lockton, our caring culture means we are fully invested in the health and wellbeing of our people. We have developed a benefits program that is all about helping our Associates reach their ultimate potential, both at the office and at home. Our Lockton 401(k) plan is designed to help Associates achieve their investment goals. The plan offers incredible tax advantages and a generous 6% matching contribution by Lockton. Importantly, Associates gain ownership of matching contributions immediately upon earning them – they are 100% vested in their contributions as well as Lockton’s contributions. Additionally, Lockton is making it easier for Associates to tackle student loans. With our student loan match program, qualified student loan payments count toward Lockton’s 401(k) employer match—up to 6%. Every dollar put toward student debt can also help grow retirement savings at the same time. Lockton also partners with Creative Planning to provide discounted wealth and management services to our people. Together with a Creative Planning wealth manager, our Associates can create a financial plan and investment portfolio custom-tailored to help them on their path to financial freedom. Finally, Lockton offers monthly trainings and webinars focused on financial wellness for all Associates. These sessions cover a wide range of topics, from Social Security and retirement to managing a budget and controlling debt, and beyond. Finalists will be recognized, and winners announced, at the PLANSPONSOR Excellence in Retirement Awards celebration during the PLANSPONSOR National Conference in June.
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Diane McDaniel, Associate Director - Healthcare and Social Services Account Executive, has been making waves in the insurance industry since she joined the Phoenix office in 2021. Recently, she was honored with the prestigious Risk & Insurance Power Broker award, a testament to her dedication and expertise. Her passion for healthcare drove Diane's journey to Lockton. After taking four years to raise her daughters, she returned to the workforce with a renewed sense of purpose. Despite working with talented individuals at another broker, she felt the absence of a dedicated healthcare vertical. Healthcare had always been her passion, and she knew she needed to be in an environment that shared her enthusiasm. "My whole family is in healthcare," said Diane. "My sister is a nurse, my mom works in compliance for a hospital system, and my grandmas and aunts have all been in healthcare. I come from a service-type family, but I've always been business-minded. My service to other people is my business mind supporting people who serve on those front lines." Diane's desire to help healthcare systems manage risk and focus on patient care led her to Lockton. She soon discovered that it was the perfect fit for her. "I always heard Lockton had an ultra-competitive culture," Diane notes. "This initially made me nervous, but when I started working here, I quickly found my people. I had struggled for 20 years at different brokers because I am competitive and want to win. I always felt like people weren't at the same speed – but I quickly found out Lockton Associates were my people." When Diane joined Lockton, she expressed her desire to be an account executive and learn the book and clients she was working with. Shortly after, the team lead left, and Diane, being the senior member, stepped into the role.
"I enjoy being in this position, she said. "I enjoy the blend of managerial and technical responsibilities. With seven direct reports and a team of 17, I can work on diverse healthcare projects. Lockton has also given me great opportunities in a supportive environment." Lockton's culture focuses on collaboration and winning together. Diane appreciates the team's willingness to share information and support each other without concerns about billing or hours. This collaborative spirit fosters a sense of unity and progress, ensuring that challenges are met with solutions rather than blame. "The Producer-service team relationship is completely different from anywhere I've worked. Yes, we are Producer-centric – as they bring in money – but they allow the right team at the table to create success for all our clients," she said. "Here, we communicate constantly, and my Producers allow me to lead that negotiation and relationship once a client comes through the door." However, what truly sets Lockton apart for Diane is the culture of continuous learning and growth. She raised her hand for opportunities, and Lockton responded by allowing her to lead significant projects and travel internationally. The organization's focus on understanding and aligning individual strengths with roles has been instrumental in her success. "Success happens here because Lockton spends time figuring out strengths and developing skills," said Diane. "Crucial conversations, consulting excellence, CliftonStrengths – all these training opportunities allow our service teams to step up so we can have meaningful conversations with our clients' C-suites. Our Producers trust us to have those conversations." Winning the Risk & Insurance Power Broker award is a significant milestone for Diane. It symbolizes the collective effort of the healthcare team at Lockton and their commitment to excellence. Diane's passion for healthcare and her role as a broker are evident in her constant pursuit of knowledge and problem-solving. Being recognized by her peers in the industry is an honor that validates her dedication and hard work. "I think we have the best people in healthcare, and this is an outward showing of that," said Diane. We have the best people. I might be the face of this award, but it shows we will continue building our healthcare teams and offerings to support Lockton and our clients." Diane McDaniel's story is a powerful reminder of the impact of passion, dedication, and a supportive environment on one's career.
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Since joining Lockton in 2018, Lindsay Coe has risen to become a powerhouse in the industry. As the Managing Director - Private Equity for Professional and Executive Risk, she leads with vision and expertise. Recently honored as a 2025 Risk & Insurance Power Broker in the M&A category, Lindsay's insights and leadership are shaping the future. Discover what drives her passion for Lockton in her own words. --- What initially attracted you to Lockton? Why do you stay? When I was an underwriter, I worked closely with the Lockton San Francisco team. I admired their creativity and drive to find solutions for the client. I was attracted to Lockton because of the image these San Francisco brokers modeled for me. I stayed because those brokers became more than my colleagues; they are my mentors, my biggest supporters, and my friends. I’ve learned that this feeling is much bigger than San Francisco. It’s a philosophy that is found throughout the organization. How has your role in Lockton allowed you to develop your leadership skills and impact your team? Lockton has always supported me and given me the autonomy to break the mold. I am challenged to question the status quo, encouraged to constantly improve our products for clients, and create efficiencies within our service teams. This freedom has allowed me to grow both as an individual and a professional, without the confinement of what “should be.” What sets Lockton apart from other organizations? Other organizations treat people as commodities or numbers—a means to an end. At Lockton, I have never been a number. We don’t sign in with a five-digit code; we sign in with our names. We know all our coworkers at Lockton are here because we are capable, smart, and great at what we do. That is the baseline. When people speak, others listen to them as the experts they are. It seems so simple, but it changes everything. How would you describe Lockton’s culture to someone unfamiliar with it? Lockton is known for its entrepreneurial spirit. Lockton’s brokers work as a team to deliver exceptional results to our clients. My mentors have modeled the appropriate behavior and demand that we protect this culture and mindset with our all. This environment is our responsibility to maintain. With this culture, we all become leaders in our own right and our commitment to this impacts those that follow. My ideas are welcomed and even more importantly, when mistakes are made, I am not met with blame, but instead with assistance to take corrective action. People roll up their sleeves and get in the trenches with me. We grow and take our blows as a team. What does winning the Risk & Insurance Power Broker award mean to you? I think winning this award is twofold. On one hand, it’s a milestone that my younger self would be so proud of. That younger me, who set out to hone her craft, was committed to continuous growth, found mentors to guide and protect her, and wanted to be the best. This award has granted me the space to look back at all the diligence and effort that got me here. On the other hand, it’s proof that I am surrounded by incredibly smart and talented people who have been willing to share their knowledge with me and help me grow. This award is a testament to the amazing people in my life, both at work and personally. They encouraged me when I was down, cheered me on when I was up, and picked up the slack when I needed it most. I am grateful and humbled. The award is a reminder to pause, look around, and see all that has become. Why Lockton? The people here have the biggest brains and hearts. They are the smartest and most humble people I know. They have confidence in themselves and each other, and they all strive to win. It’s a powerful combination.
March 26, 2025
Taryn Abbott knows firsthand the power of community in the face of life’s toughest battles. Her 14-year-old son, Colin, was diagnosed with Duchenne Muscular Dystrophy (DMD) when he was just three years old. DMD is a rare, progressive disease that slowly weakens muscles, including the heart and lungs. Today, Colin is wheelchair-bound and fully dependent on assistance, but he continues to inspire those around him with his resilience. For more than a decade, Nationwide Children’s Hospital has been at the center of Colin’s care. With six specialists working together to manage his complex medical needs, the hospital has been a source of both expertise and hope for Taryn’s family. “We chose Nationwide because of their top-tier specialists, as well as their research teams and breakthrough clinical trials,” she says. “While there is no cure for DMD today, we remain very hopeful there will be one day.” This is why Taryn selected Nationwide Children’s Hospital as the recipient of her Community Impact Award donation. Each year, the Lockton family honors Associates who go above and beyond to serve their communities with a $25,000 donation to the organization of their choice. Taryn embodies the dedication and compassion the Community Impact Award represents. For Taryn, this recognition is about more than just her family, it’s about countless other parents navigating similar challenges. “This donation will directly impact families during difficult times and provide compassionate care for every patient. It gives families like mine hope and comfort that communities are working together to help fight for our kids.” Taryn has always believed in showing up for others. Through Colin's DREAM, her family’s nonprofit, she continues to raise funds for Nationwide Children’s Hospital, organizing events like walks, golf tournaments, and fishing tournaments. She hopes to put on a gala in the future. Taryn praises Lockton’s culture for her ability to balance her personal mission with her professional life. “Lockton provides the space, time, and support to pursue personal passions,” she says. That support became clear early in her career when her team rallied behind her family after Colin’s Make-A-Wish trip. After briefly leaving for another opportunity, Taryn quickly realized how special Lockton’s culture was. “I could immediately feel the difference,” she recalls. “Lockton is an elite agency, and I’m proud to say I’m a Lockton Associate.” “Regardless of if it’s in our personal or professional lives, most people have a battle they are facing. I always try to lend an extra hand to my clients, my team, and my community because I know I would not have made it through my own journey without the help of others. We impact each other’s lives more than we realize, and making a change in the world starts on an individual basis.” If you want to learn more about Colin’s story or donate to the study of Duchenne Muscular Dystrophy, visit colinsdream.com.