Lockton Affinity, in Overland Park, KS is searching for a Unit Manager to join our team.  The Unit Manager is a senior position and responsible for overall performance and growth of assigned programs.  Responsible for achieving budgeted revenue goals for all assigned programs while maintaining strong client, carrier, and associate relationships. Closely work with key clients throughout the year and be a primary stakeholder in the overall program.  Participate as needed with new business opportunities and other ventures.  The Unit Manager works closely with the Producers and across all departments at Lockton Affinity.

YOUR RESPONSIBILITIES 

• Develops the annual revenue budget for assigned programs.
• Establishes and executes annual strategic plan for designated programs. 
• Maximizes all potential revenue from existing programs.
• Develop, review and approve the annual marketing and service plans for each assigned program to achieve revenue goal.
• Monitor and report on revenue results on a monthly basis with recommendations as needed or appropriate. 
• Responsible for developing and maintaining relationships with association, franchisor, or other sponsor contacts, providing technical advice and strategy on program insurance issues. 
• Builds, expands and solidifies relationships with new and existing clients at all levels within the company and leads appropriate resources to address the client’s needs.
• Understands the overall business, operations and needs of the client.
• Become the subject matter expert with respect to competition and industry trends. 
• Collaborate, negotiate, and clearly communicate with colleagues across all levels of the business. 
• Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates.
• Protects the confidentiality of client information. 
• Ability to build strong, dependable relationships with internal associates & external partners.
• Communicates in a positive manner to contribute to a professional, cohesive, and dynamic work environment and leads program meetings as needed.
• Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes.
• Ability to travel by aircraft, automobile, etc. and stay overnight for client meetings, conventions and other business-related events.

• Prepares internal and external written correspondence, reports, and analyses as needed.    Ability to handle professional sales and marketing 

  presentations at client locations and at industry functions. 

   

• Makes timely insurance presentations to clients and knows when to involve producer and others on same.

COMPETENCIES

• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients.
• Client 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 Affinity. 
• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed.
• Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in a functional area.

• Bachelor of Arts degree in business related program or equivalent education and/or experience.
• Current insurance license and ability to maintain active status going forward.
• Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.
• Full working knowledge of commercial property/casualty coverages and services.
• Firm understanding of commercial rating concepts.
• Strong working knowledge of Microsoft products (Word, Excel, Outlook, Powepoint) or similar software applications, including spreadsheet and formula calculations.
• Exceptional organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
• Strong presentation skills including preparation and execution.
• Personal presence to interface with top management of other businesses, representing Lockton Affinity in the highest professional manner.
• Firm, fluent grasp of English language with high level verbal, written, and interpersonal skills to interact with associates and clients at all levels of responsibility. 
• Proven ability to communicate professionally, instill confidence and comfort with clients so that long term partner and business relationships are established.
• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
• Substantial experience in servicing the insurance needs of commercial accounts and Program clients.
• Ability to analyze and solve problems, including research and investigation skills.
• Continually meets and exceeds objectives, with proven commitment and confidence.
• Demonstrated understanding of when to proceed alone and when to involve the producer or other internal Associates.
• Ability to follow internal controls and procedures.
• Legal right to work in the United States.

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.

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