Job Summary:

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:

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