Job Description
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.
o Ensure the Business Unit operates efficiently and effectively in supporting client needs.
o Ensure that relationships between Producers and Associates are cooperative and productive.
o Coordinate team assignments with Strategic Lead for servicing of new clients.
o Maintain client book as determined by the CID Operations Leader.
o Responsible for assigning Unit workload and monitoring new business capacity to ensure associates are performing at an optimal level.
o Designate individual responsibility and establish scope of authority within the Unit for the accomplishment of Unit and Lockton objectives.
o Recommend organizational structure, processes, staffing, and other resources for the Unit to support growth and strategic objectives. Assist Operations Lead in preparing annual operational and staffing budget.
o Assess and develop associate productivity, effectiveness, and performance. Hold associates accountable through established performance objectives, training, education, coaching, and mentoring.
o Responsible for succession planning and ensure that associates with growth potential are identified as candidates for development.
o Participate in the recruitment of associates to the Unit and manage the interview and hiring process.
o Lead regular Unit and specialized group meetings.
o Drive efficiency through adherence to best practices
o Serves as the Unit point of contact for implementation of national initiatives, procedures and standards for quality client service, document management (e-filing, records retention, etc.), as well as new service offerings.
o Understand best practices and workplace technology. Work with other Unit Directors to ensure both are used efficiently and effectively.
o Attend management and leadership strategic meetings.
o Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
o Protect the confidentiality of information learned by performing the duties of the position.
o Comply with Lockton procedures and policies.
o Responsible for maintaining associate turnover within Unit at an acceptable level whether voluntary or involuntary.
o Perform other work-related duties as assigned.
o Ten plus years experience in the insurance industry. Strong technical knowledge of commercial property and casualty coverages including experience in account executive level brokerage services and client management.
o Seven or more years leading or managing teams of people.
o Bachelors degree in business, finance or related field, or equivalent experience.
o Demonstrates strong client service focus. Practices Lockton’s motto, “We Live Service!” while serving clients’ needs, nurturing effective client relationships and contributing to the overall success and satisfaction of Lockton.
o Well - developed knowledge and relationships within the insurance industry
o Strong business aptitude with operational management experience.
o Ability to demonstrate reliability by completing tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.
o Organizational and time management skills to meet time sensitive deadlines.
o Strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
o Proficiency in the use of Windows 10 Microsoft Suite.
o Ability to travel by automobile and aircraft and be away from home more than one day and night
o Ability to work outside of regular business hours
o Legally able to work in the United States
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.
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.
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.
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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