Job Summary:

Director

Property & Casualty



FLSA: Exempt

This position supports the CID Operations Leader in executing client service operations within assigned business verticals/unit to ensure policies and procedures align with strategic goals and objectives and conform to legal, ethical and quality standards of service. This position supports the implementation of all operations-focused special projects currently in action and future projects that become viable. This position assists Operations Leader in the development, communication and implementation of systems and processes needed to drive best practices and efficiencies within CID. This position oversees all marketing and servicing activities in the Unit to provide the highest standards in commercial insurance brokerage services and relationships. Responsible for oversight of assigned business unit’s operations.

Position responsibilitie

o Ensure the Business Unit operates efficiently and effectively in supporting client needs.

o Ensure that relationships between Producers and Associates are cooperative and productive.

o Coordinate team assignments with Strategic Lead for servicing of new clients.

o Maintain client book as determined by the CID Operations Leader.

o Responsible for assigning Unit workload and monitoring new business capacity to ensure associates are performing at an optimal level.

o Designate individual responsibility and establish scope of authority within the Unit for the accomplishment of Unit and Lockton objectives.

o Recommend organizational structure, processes, staffing, and other resources for the Unit to support growth and strategic objectives. Assist Operations Lead in preparing annual operational and staffing budget.

o Assess and develop associate productivity, effectiveness, and performance. Hold associates accountable through established performance objectives, training, education, coaching, and mentoring.

o Responsible for succession planning and ensure that associates with growth potential are identified as candidates for development.

o Participate in the recruitment of associates to the Unit and manage the interview and hiring process.

o Lead regular Unit and specialized group meetings.

o Drive efficiency through adherence to best practice



o Serves as the Unit point of contact for implementation of national initiatives, procedures and standards for quality client service, document management (e-filing, records retention, etc.), as well as new service offerings.

o Understand best practices and workplace technology. Work with other Unit Directors to ensure both are used efficiently and effectively.

o Attend management and leadership strategic meetings.

o Communicate in a positive manner to contribute to a cohesive, pleasant work environment.

o Protect the confidentiality of information learned by performing the duties of the position.

o Comply with Lockton procedures and policies.

o Responsible for maintaining associate turnover within Unit at an acceptable level whether voluntary or involuntary.

o Perform other work-related duties as assigned.

Requirements:

Position qualification

o Ten plus years experience in the insurance industry. Strong technical knowledge of commercial property and casualty coverages including experience in account executive level brokerage services and client management.

o Seven or more years leading or managing teams of people.

o Bachelors degree in business, finance or related field, or equivalent experience.

o Demonstrates strong client service 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.

o Well - developed knowledge and relationships within the insurance industry

o Strong business aptitude with operational management experience.

o Ability to demonstrate reliability by completing tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.

o Organizational and time management skills to meet time sensitive deadlines.

o Strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.

o Proficiency in the use of Windows 10 Microsoft Suite.

o Ability to travel by automobile and aircraft and be away from home more than one day and night

o Ability to work outside of regular business hour

o Legally able to work in the United State

This job description is intended to indicate the general nature and level of work performed by Associates in the role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this role.