Lockton, Inc.
P&C Tap Team Lead
Lockton, Inc., Los Angeles, California, United States, 90079
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 unitWest Series
Salary$91,350-$126,000
ScheduleFull-time
Job typeExperienced Professional
WorkplaceHybrid
Your ResponsibilitiesIn addition to Senior Transaction Advisor or Director responsibilities, the Team Leader:
provides leadership and guidance,
provides oversight of work performed,
supports the professional development of team members, and
fosters an environment that allows team members to take time away from their work.
The Team Leader serves as a key figure within the Transaction Advisory Practice.
Primary responsibilities are:Team Leadership:
Work closely with TAP Leader to implement Lockton and TAP goals, objectives, policies, and procedures.
Understand and support the TAP Practice vision.
Communicate and drive results at the team level.
Foster a positive environment and culture that encourages the team to prosper.
Provide assigned associates with onboarding, mentoring, training, and meaningful feedback.
Participate in ongoing performance reviews of team members.
Implement agreed upon training plans and ensure the assigned Associates complete them.
Foster / develop the next generation of Team Leaders.
Deal Management:
Responsible for tracking progress of all transaction engagements assigned to team members.
Serve as the deal leader for individual transactions in a similar fashion as other transaction advisors.
Identify and accept transactions in Monday.com that are a good fit for your team.
Assist with the day-to-day oversight of engagements within an assigned team.
Serve as a resource for other Associates.
Performs other responsibilities and duties as needed.
Qualifications
Bachelor’s degree in finance, business, accounting, or equivalent education and/or work experience
8 to 12 years' relevant experience
Possess a broad understanding of M&A related strategies and issues.
Must be passionate about people leadership, learning, and knowledge-sharing.
Proven ability to provide a high level of professionalism on transactions.
Able to lead and make independent decisions, with support of Practice Leader.
Motivated and enthusiastic team player.
Excellent problem-solving skills and follow-through.
Excellent oral and written communication skills.
Excellent time management and organizational skills.
Very strong attention to detail and accuracy of information.
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.
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.
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. 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 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.
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.
#J-18808-Ljbffr
you belong here.
Business unitWest Series
Salary$91,350-$126,000
ScheduleFull-time
Job typeExperienced Professional
WorkplaceHybrid
Your ResponsibilitiesIn addition to Senior Transaction Advisor or Director responsibilities, the Team Leader:
provides leadership and guidance,
provides oversight of work performed,
supports the professional development of team members, and
fosters an environment that allows team members to take time away from their work.
The Team Leader serves as a key figure within the Transaction Advisory Practice.
Primary responsibilities are:Team Leadership:
Work closely with TAP Leader to implement Lockton and TAP goals, objectives, policies, and procedures.
Understand and support the TAP Practice vision.
Communicate and drive results at the team level.
Foster a positive environment and culture that encourages the team to prosper.
Provide assigned associates with onboarding, mentoring, training, and meaningful feedback.
Participate in ongoing performance reviews of team members.
Implement agreed upon training plans and ensure the assigned Associates complete them.
Foster / develop the next generation of Team Leaders.
Deal Management:
Responsible for tracking progress of all transaction engagements assigned to team members.
Serve as the deal leader for individual transactions in a similar fashion as other transaction advisors.
Identify and accept transactions in Monday.com that are a good fit for your team.
Assist with the day-to-day oversight of engagements within an assigned team.
Serve as a resource for other Associates.
Performs other responsibilities and duties as needed.
Qualifications
Bachelor’s degree in finance, business, accounting, or equivalent education and/or work experience
8 to 12 years' relevant experience
Possess a broad understanding of M&A related strategies and issues.
Must be passionate about people leadership, learning, and knowledge-sharing.
Proven ability to provide a high level of professionalism on transactions.
Able to lead and make independent decisions, with support of Practice Leader.
Motivated and enthusiastic team player.
Excellent problem-solving skills and follow-through.
Excellent oral and written communication skills.
Excellent time management and organizational skills.
Very strong attention to detail and accuracy of information.
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.
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.
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. 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 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.
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.
#J-18808-Ljbffr