Lockton, Inc.
Director, Client Services - Employee Benefits
Lockton, Inc., Tampa, Florida, us, 33646
Working at LocktonAt 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.
Business UnitSoutheast Series
ScheduleFull-time
Job TypeStandard
WorkplaceIn Office
Your ResponsibilitiesLeader of multi-level People Solutions for our Employee Benefits Client Services Team and strategic trusted advisor to Lockton clients. Drive a team that focuses on deep client relationships, where our intimate understanding of business needs creates a partnership with clients that makes their businesses better. Leverage our internal resources and external relationships with carriers and partners to offer creative cost-effective solutions. Responsible for client satisfaction and profitability of Unit’s book of business as well as recruitment, engagement, and retaining talent in the Unit. The Unit Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Job Outcomes
Maintain client retention rate of 95% for the Unit (note that this does not include clients that term due to acquisition, merger, etc.)
Manage revenue for unit. Oversee revenue tracking/collection for unit book of business including follow up and collection of outstanding commissions and fees. Partner with Producers to support new business opportunities and drive double-digit annual growth in the series.
90% of team is at 3.0 or above for teamwork and productivity. Plans are in place to support improved performance for those who are not. Build a successful candidate recruitment pipeline for unforeseen turnover so that no position is open for more than 60 days.
Qualifications
10+ years’ experience in a leadership role within the Employee Benefits consulting business required.
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry; advanced degree preferred.
Current Life/Health insurance license or the ability to obtain immediately.
Firm working knowledge of group benefits in multiple product lines (e.g., medical, dental, life, AD&D, disability).
Advanced knowledge of different financial arrangements and products available to clients (e.g., fully insured, minimum premium, ASO).
Excellent relationships with insurance/carrier markets in assigned areas, or ability to develop same immediately.
Strong working knowledge of the changing vendor landscape including new entrants into the marketplace and cutting-edge products and solutions.
Strong working knowledge of federal and state legislation and legal issues related to the insurance industry.
Ability to compile, analyze, and interpret complex financial information and data to facilitate decision making.
Full proficiency in the use of Microsoft Word, Excel, and PowerPoint.
Equal Opportunity StatementLockton 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.
About LocktonLockton 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.
How We Will Support YouAt 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.
#J-18808-Ljbffr
you belong here.
Business UnitSoutheast Series
ScheduleFull-time
Job TypeStandard
WorkplaceIn Office
Your ResponsibilitiesLeader of multi-level People Solutions for our Employee Benefits Client Services Team and strategic trusted advisor to Lockton clients. Drive a team that focuses on deep client relationships, where our intimate understanding of business needs creates a partnership with clients that makes their businesses better. Leverage our internal resources and external relationships with carriers and partners to offer creative cost-effective solutions. Responsible for client satisfaction and profitability of Unit’s book of business as well as recruitment, engagement, and retaining talent in the Unit. The Unit Manager always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect.
Job Outcomes
Maintain client retention rate of 95% for the Unit (note that this does not include clients that term due to acquisition, merger, etc.)
Manage revenue for unit. Oversee revenue tracking/collection for unit book of business including follow up and collection of outstanding commissions and fees. Partner with Producers to support new business opportunities and drive double-digit annual growth in the series.
90% of team is at 3.0 or above for teamwork and productivity. Plans are in place to support improved performance for those who are not. Build a successful candidate recruitment pipeline for unforeseen turnover so that no position is open for more than 60 days.
Qualifications
10+ years’ experience in a leadership role within the Employee Benefits consulting business required.
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry; advanced degree preferred.
Current Life/Health insurance license or the ability to obtain immediately.
Firm working knowledge of group benefits in multiple product lines (e.g., medical, dental, life, AD&D, disability).
Advanced knowledge of different financial arrangements and products available to clients (e.g., fully insured, minimum premium, ASO).
Excellent relationships with insurance/carrier markets in assigned areas, or ability to develop same immediately.
Strong working knowledge of the changing vendor landscape including new entrants into the marketplace and cutting-edge products and solutions.
Strong working knowledge of federal and state legislation and legal issues related to the insurance industry.
Ability to compile, analyze, and interpret complex financial information and data to facilitate decision making.
Full proficiency in the use of Microsoft Word, Excel, and PowerPoint.
Equal Opportunity StatementLockton 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.
About LocktonLockton 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.
How We Will Support YouAt 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.
#J-18808-Ljbffr