Director, Client Services
Job Description
Description:
- Serves as the primary service liaison between Lockton and Clients, providing technical advising on group insurance issues
- Builds, expands, and solidifies relationships with existing clients at all levels within the company and leads appropriate resources to address the client's risk and capital management needs
- Cultivates relationships with most senior buyer in the client organization as well as with day-to-day client representatives and buyers
- Understands the Client's overall business, operations, risk management needs to provide most relevant marketing services and most competitive product
- Develops market selection for new and renewal business, ensuring communication among stakeholders to protect current business and secure new business
- Collaborates with Producer to establish and meeting target revenue goals for new and existing Clients
- Secures existing business and drives the sale of additional services and coverage levels
- Reconciles received and targeted revenue for unit book of business
- Prepares and negotiates fee-based pricing of services, ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement
- Manages the unit performance including profitable growth, account retention, long-term company relationships, and effective utilization of corporate resources
- Assists in the development and maintenance of annual budget and business plan including budget and salary requirements
- Allocates resources within the unit by aligning cases and projects to most appropriate resource
- Introduces, develops, and monitors the total quality awareness and performance of Associates
- Ensures staff receives and participates in continued training and development
- Organizes and leads regular unit meetings
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Qualifications:
- Bachelor's Degree in Business Administration or related field and/or years of experience equivalent
- Typically, seven to ten years of Client services experience is required, with a minimum of two years in brokerage consulting
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- 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, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
Date Posted
03/28/2023
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