Series Lead - Life, Disability, & Absence Management

Your Responsibilities

Lockton is a global professional services firm with over 10,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Lockton is known throughout the insurance industry as an entrepreneurial, progressive, and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

We are seeking a senior level client management professional to lead our multi office initiatives for the Integrated Absence Solutions (IAS) Practice. The Series Lead (consultant) will be responsible for end-to-end delivery of IAS services, focusing primarily on IAS core services to clients. They will also manage the listing of all active IAS clients in the Lockton Series and oversee and manage RFP Marketing and Renewal & the implementation process with carriers. This person will be the go-to person and SME for the top Producers within the assigned Series.

Role Expectations

• Learn IAS services and provide value to clients
• Act as an IAS Ambassador to key stakeholders, both internal and external
• Focus on serving clients and increasing client satisfaction
• Represent IAS services and value proposition to Producers, Lockton Teams, Clients, and Prospects
• Manage services and provide regular updates on projects to internal teams
• Travel required if located outside assigned regional Lockton offices
• Ability to travel up to one week per month, with possible seasonal spikes
  

Essential Job Duties And Responsibilities

• Point-person for Lockton Teams and IAS
• Responsible for end-to-end delivery of IAS services
• Manage listing of all active IAS Clients in Lockton Region
• Oversee and manage client RFP marketing and renewal process
• Provide implementation support for leave outsourcing
• Develop strong relationships with Lockton Regional Producers
• Prepare monthly governance/stewardship report for IAS and Regional Steering Committee leadership meetings (including performance scorecard, work in progress, engaged/non-engaged clients, open service items, risks, escalations, etc.)
• Annual planning meetings with each Client Lead in Lockton Region (discuss any updates to IAS services, seek feedback, discuss current and upcoming client work, align on client list needs)
• Knowledgeable about IAS services such as RFP, renewals, benchmarking, market trends, compliance, carrier implementation and remediation for life, disability, and absence programs
• Able to peer review and add strategic content, if needed, for IAS services materials prior to presenting to a client
• Attend prospect meetings with Producers
• Able to communicate difficult messages to clients and successfully manage client escalations
  
  

Qualifications

Education, Experience and Skills Required

• Bachelor’s degree required
• Minimum of 7 years of consulting and/or brokerage experience in life, disability, and absence management space
• Strong Client facing skills; prospecting, ability to deliver a tough renewal, carrier negotiations, contract management
• Current knowledge and command of the market; technical enough to discuss current environment in life, disability, and leave and articulate why IAS can help or add value to Clients
• Strong project management skills; organized
• Accountable
• Legal right to work in the United States
  
  

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.