IAS Analyst Hub Manager
Plano, Texas, United States of America
Client Services
2401H7
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.
Philadelphia
Business unit
Lockton-Dunning Series
Schedule
Full-time
Job type
Standard
Workplace
In Office
Your Responsibilities
Supervisory Duties
Will manage a team of IAS Analysts and Senior Analysts.
Will assist with the management of third-party vendors
Core Duties
Lead the development and management of the IAS Analyst Hub with the support of the Core Segment Leadership Team.
• Structure the activities of the Analyst Hub associates to support the requirements of the IAS practice (annual activities, project deliverables, etc.).
• Design and implement standard processes and procedures that create efficiencies in the practice’s service model and utilize Lockton’s technology and support services.
• Develop an Analyst training program that provides Analysts the skills to perform in their role and learning opportunities that result in career growth within the IAS team.
• Oversee capacity planning methodology and apply system-based metrics to determine when associates have or are at capacity, require development, and additional hiring is needed.
• Ensure quality control protocols including peer review processes are utilized and use the outcomes to identify training needs.
• Design reports and dashboards utilizing the practice’s technology that communicate the current state of the team, issues, and requirements to leadership.
• Partner with broader IAS leadership team and people managers to understand and plan for their pipeline and obtain feedback on existing processes and procedures and associate performance.
• Provide input to the design of technology and the use of third-party vendors to ensure continuous improvement and adoption of these resources.
• Manage reduced caseload of IAS client marketing and implementations.
• Engage with Human Resources to hire new analyst positions as required and ensure their successful onboarding.
Qualifications
• Ability to lead and manage teams in a client focused environment.
• Ability to train and develop associates who are new to an industry.
• Demonstrate Develop deep knowledge of Lockton’s service delivery model within IAS.
• Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders.
• Functional experience creating and delivering client services and experiences with Salesforce or similar CRM.
• Experience in life, disability and disability leave consulting and operations.
• Experience with life, disability and leave of absence plan design and underwriting concepts
• Ability to successfully build relationships with stakeholders across the organization to manage team capacity and improve work products and services.
• Experience developing relationships with third party vendors.
• Excellent organizational skills and the ability to manage multiple projects simultaneously with strong attention to detail.
• Strong analytical skills, both quantitative and qualitative, and Excel skills and the ability to use data as a tool to deliver a story.
• Excellent organization, interpersonal, verbal, and written communication skills
• Ability to think intuitively, assertively, and creatively and solve for complex situations.
Knowledge Capital
• Managing teams in a dynamic environment with various stakeholders and needs
• Project management
• Relationship management
Software Skills
Advanced proficiency using Excel, PowerPoint, Word, and Outlook
Credentials
Health, Life and Annuities License (preferred, required within 6 months of joining the practice)
#LI-JM1
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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