Director, Client Services - Employee Benefits
Tampa, United States of America
Client Services
2401BP
Director, Client Services - Employee Benefits
Tampa, United States of America
Client Services
2401BP
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
Leader 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
· Live Service! Maintain client retention rate of 95% for the Unit (note that this does not include clients that term due to acquisition, merger, etc.)
· Profitable growth: 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.
· Drive a high performance culture: 90% of team is at 3.0 or above for teamwork and productivity (indicating that team members consider associate work to be exceptional, and would chose to work with the associate on an ongoing basis). 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.
Job Competencies
Aligning Performance for Success
Focusing and managing individual performance by helping others set performance goals and then, tracking results and evaluating performance effectiveness.
Actions: Sets performance goals, establishes approach, involves others, creates a learning environment, tracks performances, evaluates performance, builds rapport
Creating a Culture of Trust
Fostering a work environment that encourages people to act with integrity and treat each other and their ideas with respect; creating and protecting a high-trust environment by setting an
Actions: Demonstrates personal integrity, encourages disclosure, facilitates open exchange of ideas, advocates for others.
Delegation and Empowerment
Identifying and leveraging opportunities to accelerate results and build capability by assigning tasks and decision-making responsibilities to individuals or teams with clear boundaries, expectations, support, and follow-up.
Actions: Identifies opportunities to share responsibility, clarifies performance expectations, provides support without removing task ownership, involves other in agreements, stays informed.
Building Talent
Planning and supporting the development of individuals' knowledge, skills, and abilities so that they can fulfill current or future job responsibilities more effectively.
Actions: Access to identify goals, establishes acquisition plan, creates a learning environment, ensures immediate learning application, monitors progress.
Evaluating and selecting internal and external talent to ensure the best match between the individual and the work requirement.
Actions: Establishes selection criteria, gathers candidate data, evaluates data, makes appropriate selections decisions, follows legal guidelines, manages the selection process.
Diving for Results
Setting high goals for personal and group accomplishment; using measurement methods to monitor progress toward goals; tenaciously working to meet or exceed goals while deriving satisfaction from that achievement and continuous improvement.
Actions: Targets opportunities, establishes stretch goals, achieves goals, stays focused
Execution
Ensuring others contribute to organization strategies by focusing them on the most critical priorities, measuring progress, and ensuring accountability against those metrics.
Actions: Maintains focus, measures progress and outcome, ensures accountability
Inspiring Others
Motivating individuals toward higher levels of performance that are aligned with the organization's vision and values.
Actions: Inspires effort, builds confidence in success, models the vision and values, leads through visions and values.
Maintaining effectiveness when experiencing major changes in work responsibilities or environment (e.g., people, processes, structure, or culture); adjusting effectively to change by
Actions: Tries to understand change, approaches change with a positive mind-set, adjusts behavior.
Stress Tolerance
Maintaining stable performance under pressure or opposition (e.g., experiencing time pressure, conflict, or job ambiguity); handling stress in a manner that is acceptable to others and to the organization.
Actions: Maintains focus, maintains relationships, copes effectively
Courage
Proactively confronting difficult issues; making valiant choices and taking bold action in the face of opposition or fear.
Actions: takes a stand, initiates bold action, takes personal accountability.
Cultural Competencies
We Live Service! Providing the best solutions for our clients is fundamental to our business. This client focus means we act with integrity and as a trusted advisor. We learn our clients’ business and build partnerships. We always put our clients’ interests first.
We run at Lockton Speed! We make decisions locally, with a sense of urgency. We are responsive to clients, our teams and our partners. Be quick, but don't hurry! This means get it done right the first time with efficiency, speed, and most importantly quality.
We make it happen! There is no bureaucracy. We are open to solving problems in new ways. We are free to do the work that we love, take risks, while making responsible professional decisions. We value independence, new ideas, and informed opinions.
We have a passion for our work. We have high expectations for our self and others. We are intensely competitive, and aggressively pursue the best solutions. We are intentional in how we work, and use drive and grit and move through challenges. We thrive on difficult challenges.
It's Personal. Our relationships matter. We are in this together with our associates, clients, and communities. One team, where candid and straightforward interactions allow for proactive collaboration. We work through challenges, celebrate our successes, learn and grow.
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 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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