The Senior Project Manager is responsible for managing new business processes, creating prospecting deliverables, and working alongside the Producer to support and grow their Business. 

Position responsibilities
•    Help Producer manage prospect pipeline
•    Research prospective clients and manage associated internal sales processes on behalf of Producer, including various reporting and tracking needs
•    Manage internal new business qualification processes on behalf of Producer
•    Manage all prospective client deliverables to include presentation material, follow-up material, etc. 
•    Independently manages Requests for Proposal (RFP) process and develops a response with minimal Producer oversight
•    Independently manages all new client onboarding activities to include contracting, team coordination, commission agreements, etc. 
•    Resolves Client complaints, disputes, and grievances with internal and external partners
•    Works in conjunction with Producer to develop annual marketing campaigns to include newsletters, email campaigns, LinkedIn strategy, etc. 
•    Manage Producer held networking events or educational events 
•    Develops, maintains, and audits new and lost business tracking system, providing readouts and reporting to leadership
•    Works in conjunction with the Producer to create the Producer’s annual budget, and independently maintains data, includes reporting and analysis, and recommendations to Producer
•    Proactively makes alternations to processes and procedures to improve quality and efficiency, exemplifying the ability to stray from established procedures
•    Performs other responsibilities and duties as needed

Position qualifications
•    Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
•    Typically, three plus years of Client Service and Insurance experience is required
•    Strong project management skills required 
•    Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
•    Strong verbal and interpersonal communication skills required
•    Understands industry trends and solutions
•    Ability to attend industry training sessions as required 
•    Ability to work outside of regular business hours as needed
•    Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
•    Ability to comply with all company policies and procedures, proactively protecting the confidentiality of Client and company information 
•    Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
•    Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
•    Ability to travel by automobile and aircraft and be away from home more than one day and night
•    Legally able to work in the United States

This position may be eligible for annual discretionary bonus consideration.

Lockton offers a competitive benefits package which includes medical, dental, vision, 401k plus match, life, salary continuation, long-term disability, wellness program, flexible spending accounts, legal benefit, identity theft protection, accident insurance, critical illness, hospital indemnity, pet insurance, and mental health benefits.
PLEASE NOTE- The salary range below is an estimate. The salary offered may vary depending on the candidate’s geographic location, job-related knowledge, experience, education, certifications, and skills.