• Manage a book of business consisting of high-net-worth personal insurance clients.

• Cultivate relationships with client to ensure retention and growth of the book.

• Act as a trusted advisor to clients, providing guidance and recommendations on risk management, mitigation and cultivate relationships.

• Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve their career goals.

• Monitor team performance by conducting audits and ensure that service standards goals are being met.

• Attend discovery meetings and proposal presentations, where applicable.

• Provides input in the development and implementation of policies and procedures, as well as operating and strategic plans for the division.

• Develop and maintain relationships with the insurance carriers, broker servicing networks, and other providers.

• Provides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge.

• Generates new business opportunities through cross-selling.

• Assists in the establishment and attainment of revenue goals for existing and new business.

• Researches and understands industry trends, product development, government regulations.

Competencies:

• Time management and organization: Uses a range of tools, skills and techniques to manage time when accomplishing certain tasks, projects and goals; this includes planning, allocating, delegating, setting goals, monitoring, organizing, scheduling and prioritizing.

• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgement when dealing with internal or external clients and trading partners.

• 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 PRS

• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carriers 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 functional area

Qualifications:

• Bachelor’s Degree in Risk Management or Business Administration and/or years of experience equivalent

• Typically, more than 5+ Years of Technical Brokerage Experience in Private Risk Management focused on structuring complex insurance programs for Family Offices, Ultra-High-Net-Worth Families including ancillary commercial lines, course of construction, claims management and Group Excess Liability

• 3+ Years Experience in Private Risk Management focused on structuring complex insurance programs for High-Net-Worth clients.

• Strong verbal and interpersonal communications skills required.

• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

• Ability to complete continuing education requirements as needed.

• Understands industry trends and governmental regulations.

• Ability to work independently and manage multiple tasks simultaneously.

• Ability to attend company, department and team meetings as required, including industry training sessions.

• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.

• Ability to efficiently organize work and manage time to meet deadlines.

• Ability to travel by automobile and aircraft.

• Ability to use office equipment such as a computer, keyboard, calculator.

• Knowledge and use of Excel, PowerPoint, Word,

• Ability to work on a computer, video meeting or phone for prolonged amount of time.

• Ability to work outside of normal business hours as needed.

• Legally able to work in the United States

• Able to be in office 3-5 days per week.

Open to all locations.