West Client Relationship Leader

Your Responsibilities

We are in a true build and shape phase as the practice continues to scale across the West. This moment calls for experienced client services leaders who want more than execution and who are looking for a seat at the table and the opportunity to help shape the direction of the business.

This platform is built for professionals who take pride in delivery, judgment, and trusted client relationships and who want to influence how teams are structured, how work is done, and how exceptional client experiences are consistently delivered. Leadership here means having a voice, setting standards, and helping define what excellence looks like as the practice grows.

Within PRS, there are senior client service and Family Office focused leadership opportunities where the right individuals can directly impact strategy, service models, talent development, and how bespoke solutions are brought to ultra-affluent families. These roles are for leaders who want to help build a mature, high performing client platform.

It is a rare and exciting moment to help shape the future of this team and the way client service leadership shows up at the highest level.

Job Description:

• Manage a book of business consisting of high-net-worth personal insurance clients.
• Cultivate relationships with client to ensure retention and growth of the book.
• Act as a trusted advisor to clients, providing guidance and recommendations on risk management, mitigation and cultivate relationships.
• Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve their career goals.
• Monitor team performance by conducting audits and ensure that service standards goals are being met.
• Attend discovery meetings and proposal presentations, where applicable.
• Provides input in the development and implementation of policies and procedures, as well as operating and strategic plans for the division.
• Develop and maintain relationships with the insurance carriers, broker servicing networks, and other providers.
• Provides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge.
• Generates new business opportunities through cross-selling.
• Assists in the establishment and attainment of revenue goals for existing and new business.
• Researches and understands industry trends, product development, government regulations.
  
  

Competencies:

• Time management and organization: Uses a range of tools, skills and techniques to manage time when accomplishing certain tasks, projects and goals; this includes planning, allocating, delegating, setting goals, monitoring, organizing, scheduling and prioritizing.
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgement when dealing with internal or external clients and trading partners.
• Client 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 PRS
• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carriers a trusted reputation for dependability, honesty, consistency and commitment
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills and resolves conflict as needed.
• Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area
  
  

Qualifications

• Bachelor’s Degree in Risk Management or Business Administration and/or years of experience equivalent
• Typically, more than 5 Years of Technical Brokerage Experience in Private Risk Management focused on structuring complex insurance programs for Family Offices, Ultra-High-Net-Worth Families including ancillary commercial lines, course of construction, claims management and Group Excess Liability
• 3 Years Experience in Private Risk Management focused on structuring complex insurance programs for High-Net-Worth clients.
• Strong verbal and interpersonal communications skills required.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Ability to complete continuing education requirements as needed.
• Understands industry trends and governmental regulations.
• Ability to work independently and manage multiple tasks simultaneously.
• 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.
• Knowledge and use of Excel, PowerPoint, Word,
• Ability to work on a computer, video meeting or phone for prolonged amount of time.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States
• Able to be in office 3-5 days per week.