Unit Manager
Overland Park, Kansas, United States of America
Client Services
25014I
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
Lockton Affinity, LLC
Schedule
Full-time
Lockton Benefits Offerings
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Workplace
In Office
Your Responsibilities
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.
Qualifications
- 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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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 13,100+ Associates doing business in over 155 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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December 18, 2025
Tabitha Leister has spent over a decade championing the most vulnerable members of her community: children who have experienced abuse and neglect. As a longtime board member of The Children’s Center, she’s helped drive critical support for more than 150 children each year, ensuring they receive therapy, medical care, and legal advocacy. Her passion and persistence have made her a powerful voice for those who often go unheard. From securing sponsorships for the annual Casino Night fundraiser to speaking at local events, Tabitha is a tireless advocate for children who have endured unimaginable hardship. “I want to continue to highlight the work of our child advocates and the comfort they provide to the most helpless victims. I want to highlight the hope they provide to children in seemingly hopeless situations,” she said. In recognition of her unwavering commitment to her community, Tabitha was named the 2025 Lockton Cares Global Community Impact Award recipient. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. However, the Global award is reserved for one Associate whose impact stands out among the rest, accompanied by a $100,000 donation funded by the Lockton family. “Being selected as the recipient of this award is both an honor and a deeply personal opportunity to make a meaningful impact on an organization I care about profoundly,” said Tabitha. “In my community, I regularly encounter children whose lives will be positively affected by the support this award enables. While I may never know exactly who benefits, I am confident that the impact is real and close to home. Living in a small community means that every time I step outside my front door, I am among those whose lives are being touched.” Tabitha hopes a portion of the donation will be allocated to support the addition of a child therapist who can provide ongoing care to children served by the center – an investment that would significantly enhance the long-term impact the organization is able to make in the lives of children. “Tab is a tireless advocate for children who have experienced abuse and/or neglect in their homes,” said her nominator. “She works to support the Children's Center by serving on the board, volunteering her time, and dedicating tons of time and energy to their annual fundraiser each spring. For as long as I've known Tab, she has been raising awareness of child abuse and neglect by promoting the positive impact the Children's Center has for victims.” Tabitha credits Lockton’s culture for empowering her to make a difference.
“One of my favorite aspects of working at Lockton is the company’s genuine commitment to giving back,” she said. “Lockton empowers employees to make a difference in their own communities by providing the flexibility to engage in causes that matter personally. But what stands out most is that Lockton’s focus has never been on gaining recognition, but rather on encouraging each of us to support the organizations and initiatives that speak to our hearts. The fact that a community as small as mine can be recognized and supported by an organization as large as Lockton is something I will carry with me moving forward. It’s a powerful reminder that meaningful impact doesn’t depend on size, but on intention—and Lockton continues to lead with both.”
December 11, 2025
When Rose Miller walked into her Lockton interview five years ago, she didn’t know much about insurance. What she did know was that she had found something rare: a company that genuinely cared about its community. After 15 years in oil and gas, a COVID-related layoff had left her searching for a new path. What she discovered at Lockton was more than a job. She found her purpose. “I didn’t know giving back was a real passion until Lockton,” Rose says. “I’ve always been blessed and wanted to help people, but it never came to fruition. From day one here, I signed up for everything I could bring to Pittsburgh.”
That decision changed everything. Today, Rose’s name is synonymous with service. Her volunteer resume reads like a roadmap of compassion: Harvest Street Mission, Ronald McDonald House Charities, Hosanna House, Light of Life Ministries, Living in Liberty, Latino Community Center—the list goes on. Each organization reflects her unwavering commitment to lifting those who need it most. For years, Rose has spent Sundays serving warm meals and distributing seasonal supplies to hundreds of people experiencing homelessness through Harvest Street Mission. It was during this work that she witnessed stories that reshaped her perspective—like a young woman who had been trafficked and, with support, found a job and a new beginning. “Seeing that journey was incredible,” Rose recalls. “It made me want to do more.” Her connections and desire to do more led her to Jeremiah’s Place, Pittsburgh’s only crisis nursery. Beyond childcare, the organization offers overnight accommodation for children, a store for mothers in need, and a lifeline for families fleeing unsafe situations. Rose jumped in immediately by organizing clothing drives, rallying donations, and even connecting local Lockton Producers to provide toys. When Rose learned she had won the Lockton Cares Community Impact Award, she was stunned. “I was shocked. I’d won a smaller award before, so I never thought I’d win again,” she says. “When Tom Cook started reading off names of places I’d volunteered, I thought, ‘Wow, who else is doing all this?’ Then someone next to me said, ‘Rose, that’s you!’ I was blessed. Truly blessed.” The Lockton Cares Community Impact Awards recognize Lockton Associates worldwide who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, which will be funded directly by the Lockton family. For Rose, the award is more than recognition—it’s fuel for her mission. The donation will help Jeremiah’s Place renovate its new building, expand services, and continue providing safe spaces for children and mothers in crisis. “It’s going to make a real difference. They were in tears when I reached out,” she says. “They didn’t know how they were going to fund renovations.” Volunteering changed Rose’s outlook on life. “I used to have complaints about the little things. Then I’d go out on Sundays and see people with real struggles. It puts everything in perspective.” Professionally, it’s strengthened her connection to Lockton’s caring culture. “I work with amazing people who share the same passion. Our local team of Associates, Producers, and leaders is incredibly supportive. The entire Lockton group is truly amazing. It’s great to work for a company that shares the same passion you do.” Rose’s goals don’t stop here. She dreams of organizing mission trips to spread Lockton’s spirit of giving. “It’s not always about work,” she says. “Life after Lockton will still include volunteering. That will never end.” After a career pivot, Rose found more than employment: she found her passion. “I knew nothing about insurance,” she laughs. “But I found my niche here—community and giving back. I’m grateful I found a company that shares my excitement to make an impact.” Rose’s story is a powerful reminder that passion paired with purpose can transform lives—starting with one person’s decision to say, “How can I help?”
October 1, 2025
The Community Impact Award, funded by the Lockton family, recognizes Associates who exceed expectations in improving their communities through volunteerism and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice. Julia Klaas earned recognition for her work with Gilda's Club, a nonprofit organization dedicated to providing emotional and social support to patients battling cancer. Julia's journey with Gilda's Club began three years ago when a fellow Lockton Associate asked Julia if she would be interested in joining the board. However, the work of Gilda's Club has long been close to her heart. Gene Wilder founded Gilda's Club to honor his late wife, Gilda Radner, who passed away after battling ovarian cancer. Since then, the organization has evolved into a national network that serves people of all ages by providing social and emotional support, regardless of the type of cancer. Julia found the organization when her sister was battling cancer, sending her resources from the Gilda's Club website up until her passing in 2023. Julia is on the board of Gilda's Club Kansas City (GCKC), which serves patients in both Kansas and Missouri. However, it is a smaller chapter, leading to challenges with fundraising. This is why Julia chose Gilda's Club to be the beneficiary of Lockton's Community Impact Award. "Lockton's donation provided an important boost. I was honored to be able to do that for the organization," Julia said. In 2024, Gilda's Club served 2,817 unique patients at its facility in Kansas City, MO, with a total of 6,406 visits. With funds from the Community Impact Award, their goal for 2025 is to serve 3,000 patients. "One thing about Lockton is that we are encouraged to go out and get involved," Julia said. Last year, she chaired a fundraising auction for the organization and said the support from her Lockton colleagues was unmatched. "I had so many of my colleagues and peers come. I had someone from London who was in town, and even he wanted to come. That is just the spirit of Lockton," she said. For Julia, her commitment to giving back to her community is an integral part of her identity, and when she joined Lockton, she discovered how closely the company's goals aligned with her core beliefs. "We are encouraged to take extra time to give back to our communities, and I think that is a very unique and special thing," Julia said. She shared that Gilda's Club is even making a difference in the Lockton community. When one of her colleagues called her and asked for information about Gilda's Club, she felt how valuable the organization truly is. The motto of Gilda's Club is "No one should face cancer alone," and through Julia's work and Lockton's support, she has made a lasting impact, helping the organization uphold that goal. Julia's work with Gilda's Club has already made a meaningful difference in our community, and she will continue advocating for the organization's goals far into the future. "Even when I'm off the board, I will continue to be engaged and involved in Gilda's Club," Julia said. A Statement from Gilda's Club Kansas City "We are so appreciative of Julia and Lockton for this wonderful gift. Funding will enable us to reach more people with a cancer impact in our community through educational workshops, support groups, short-term counseling, healthy lifestyle classes, and mental health resources and referrals, all offered free to participants." Thank you, Julia, for your dedication to making a positive impact in your community and at Lockton.