Job Summary:
Lockton is seeking an experienced Associate Director to lead People Solutions teams, ensuring operational excellence, business growth, and outstanding client service. This role manages one or more teams, supports business development, and maintains a personal client portfolio. The Associate Director is responsible for team performance, client retention, and operational management, reporting to the Director, People Solutions.
Position Responsibilitie
• Manage and ensure assigned teams operate efficiently and effectively in supporting client needs.
• Assess and develop associate productivity, effectiveness, and performance, holding associates accountable through established performance objectives, training, education, coaching, and mentoring.
• Support succession planning by identifying associates with growth potential and recommending candidates for development.
• Lead workload distribution and ensure optimal team performance and capacity.
• Coordinate team assignments for servicing new and existing clients.
• Maintain own client book of business, serving as client lead.
• Build and maintain strong relationships with Producers and Associates to ensure cooperative and productive collaboration.
• Recommend team structure, processes, staffing, and other resources to support growth and strategic objectives.
• Participate in the recruitment of associates and manage the interview and onboarding process for assigned teams.
• Drive efficiency through adherence to best practices and Lockton's quality standards.
• Implement national initiatives, procedures, and standards for quality client service, as well as new service offerings, within assigned teams.
• Communicate in a positive manner to contribute to a cohesive work environment.
• Maintain associate turnover at an acceptable level, whether voluntary or involuntary.
• Take on additional responsibilities as needed to support team and organizational goals.
Requirements:
Position Qualification
• Proven track record of leading high-performing teams and driving business growth in the employee benefits space.
• Bachelors degree in business, finance or related field, or equivalent experience.
• Ten plus years' experience in the insurance employee benefits industry.
• Five or more years leading or managing teams of people.
• Demonstrated ability to translate strategic goals into operational execution.
• Strong technical knowledge including experience in Account Executive level brokerage services and client management.
• Strong knowledge of different financial arrangements and products available to clients
• Strong business aptitude with operational management experience.
• Ability to prepare and present client presentations with clarity and understanding.
• 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.
• 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.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to work on a computer for a prolonged amount of time.
• Ability to travel by automobile and aircraft.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United State
