Senior Manager, Clients Services – Commercial Insurance ...
Charlotte, United States of America
Client Services
2400VV
Senior Manager, Clients Services – Commercial Insurance ...
Charlotte, United States of America
Client Services
2400VV
Working at Lockton
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.
Business unit
Southeast Series
Schedule
Full-time
Job type
Standard
Workplace
In Office
Your Responsibilities
1. Strategy & P&L
• Responsible for single unit service team in a series geography, industry, or product segment.
• Collaborates with the Director, producers, and other leaders to develop and implement a comprehensive short- and long-term strategy for the business group.
• Supports Director in development of an annual business plan as part of the budget process and is accountable for achieving expected outcome for assigned unit.
• Drives 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.
2. People & Culture
• Drives recruiting for key unit positions – Team Leads, Account Execs, Account Managers, and Account Analysts.
• Responsible for talent development and career pathing of all associates within unit. Supports Series Training & Development efforts by providing daily mentorship and hands-on training where needed.
• Maintains monthly one on one meetings with all associates within unit.
• Embraces southeast series values. Consistently aligns organization to values to ensure culture flourishes.
3.Operations & Technology
• Drives adherence to established process and procedure within unit. Using available control reporting as a diagnostic for evaluating, attacking at the root of lack of adherence and close the gap.
• Has strong management system for leaning in and understanding daily unit workflow, challenges, and roadblocks to be removed. Ensures ongoing operational efficiency.
• Suggests opportunities for process improvement based on consistent adherence to process walking associates within unit.
• Primary engagement point for service teamwork assignments. Effectively manages workloads to balance capacity and align key clients with needed expertise within unit.
4.Clients & Prospects
• Handles ~30% of traditional Account Executive client workload.
• Engages in non-AE assigned client meetings in leadership support capacity.
• Helps producers close largest and most complex deals with prospective clients.
• Assists producers and Directors in client retention efforts. Manages the at-risk process for unit.
5.Insurance Markets and Vendor Partnerships
• Maintain local and region leader relationship in the marketplace with our top trading and wholesale partners.
• Effectively escalates transaction support needs to carrier and wholesale leaders, to effect positive outcomes for clients. Keeps Director apprised of all market escalations.
• Manages MAP partnerships in collaboration with Director.
Qualifications
Qualification - Generally has 10+ years of industry experience and at least 3 years of leadership experience (5+ preferred).
Equal Opportunity Statement
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.
About Lockton
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.
How We Will Support You
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.
No Agencies Please
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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