Job Summary:

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

Requirements:
• 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.

#LI-JM