Series Lead, IAS

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Plano, Texas, United States of America

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Client Services

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23016U

Apply now

Series Lead, IAS

Location Icon

Plano, Texas, United States of America

Bag Icon

Client Services

Profile Icon

23016U

Apply now
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.

Secondary locations

Atlanta, Houston, San Antonio, Philadelphia, Kansas City

Business unit

Lockton-Dunning Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Remote

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Your Responsibilities

We are seeking a senior level client management professional to lead our multi office initiatives for the Integrated Absence Solutions (IAS) Practice. The Series Lead (consultant) will be responsible for end-to-end delivery of IAS services, focusing primarily on IAS core services to clients. They will also manage the listing of all active IAS clients in the Lockton Series and oversee and manage RFP Marketing and Renewal & the implementation process with carriers. This person will be the go-to person and SME for the top Producers within the assigned Series.

Role Expectations

  • Learn IAS services and provide value to clients
  • Act as an IAS Ambassador to key stakeholders, both internal and external
  • Focus on serving clients and increasing client satisfaction
  • Represent IAS services and value proposition to Producers, Lockton Teams, Clients, and Prospects
  • Manage services and provide regular updates on projects to internal teams
  • Travel required if located outside assigned regional Lockton offices
    • Ability to travel up to one week per month, with possible seasonal spikes

Essential Job Duties and Responsibilities

  • Point-person for Lockton Teams and IAS
  • Responsible for end-to-end delivery of IAS services
  • Manage listing of all active IAS Clients in Lockton Region
  • Oversee and manage client RFP marketing and renewal process
  • Provide implementation support for leave outsourcing
  • Develop strong relationships with Lockton Regional Producers
  • Prepare monthly governance/stewardship report for IAS and Regional Steering Committee leadership meetings (including performance scorecard, work in progress, engaged/non-engaged clients, open service items, risks, escalations, etc.)
  • Annual planning meetings with each Client Lead in Lockton Region (discuss any updates to IAS services, seek feedback, discuss current and upcoming client work, align on client list needs)
  • Knowledgeable about IAS services such as RFP, renewals, benchmarking, market trends, compliance, carrier implementation and remediation for life, disability, and absence programs
  • Able to peer review and add strategic content, if needed, for IAS services materials prior to presenting to a client
  • Attend prospect meetings with Producers
  • Able to communicate difficult messages to clients and successfully manage client escalations

#LI-JW2

#LI-Remote

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Qualifications

 

Bachelor’s degree required

  • Minimum of 7 years of consulting and/or brokerage experience in life, disability, and absence management space
  • Strong Client facing skills; prospecting, ability to deliver a tough renewal, carrier negotiations, contract management
  • Current knowledge and command of the market; technical enough to discuss current environment in life, disability, and leave and articulate why IAS can help or add value to Clients
  • Strong project management skills; organized
  • Accountable
  • Legal right to work in the United States

 

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.

Learn more about your Lockton experience

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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