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