What are the responsibilities and job description for the Unit Leader - Employee Benefits position at Lockton?
Your Responsibilities
JOB SUMMARY: Responsible for overall management of unit book of business and Associates.
ESSENTIAL DUTIES:
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
JOB SUMMARY: Responsible for overall management of unit book of business and Associates.
ESSENTIAL DUTIES:
- Overall responsibility for unit performance including growth and persistency.
- In addition to leadership responsibilities, continue to serve as Account Executive/Consultant on a Book-of-Business.
- Allocate resources/assign cases and prospect projects within the unit.
- Determine staffing needs for unit and represent unit’s needs/issues to Practice Leader.
- Actively participate in the interviewing and recruiting process for new hires.
- Primary role in continued training, development and primary resource for team members.
- Manage Associates and complete performance evaluations for unit (including salary and bonus review).
- Assist Producer in sales opportunities to prospective clients.
- Determine when Producer involvement is necessary in problem resolution.
- Assist Producer in establishing and meeting target revenue goals for existing and new business.
- Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements.
- Attendance of internal meetings/educational programs.
- Participate in Leadership Team.
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
- Bachelor’s degree in business or related field or commensurate industry experience required
- 10 years of brokerage/consulting experience required, along with experience leading teams
- Excellent organization, communication and negotiation skills.
- Excellent computer skills, including word processing and spreadsheet expertise.
- A complete working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance.
- Complete working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO).
- Must be knowledgeable on compliance requirements and federal legislation.
- Willingness to travel as needed