Operations Executive/Account Management

1 month ago


San Francisco CA, United States Lockton Companies Full time

At Lockton, we’re passionate about helping our people achieve their ultimate potential. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Business unit
Full-time
o Ensure the Business Unit operates efficiently and effectively in supporting client needs.
o Maintain client book as determined by the CID Operations Leader.
o Responsible for assigning Unit workload and monitoring new business capacity to ensure associates are performing at an optimal level.
o Designate individual responsibility and establish scope of authority within the Unit for the accomplishment of Unit and Lockton objectives.
o Recommend organizational structure, processes, staffing, and other resources for the Unit to support growth and strategic objectives. Assist Operations Lead in preparing annual operational and staffing budget.
o Assess and develop associate productivity, effectiveness, and performance. Hold associates accountable through established performance objectives, training, education, coaching, and mentoring.
o Responsible for succession planning and ensure that associates with growth potential are identified as candidates for development.
o Participate in the recruitment of associates to the Unit and manage the interview and hiring process.
o Lead regular Unit and specialized group meetings.
o Serves as the Unit point of contact for implementation of national initiatives, procedures and standards for quality client service, document management (e-filing, records retention, etc.), Work with other Unit Directors to ensure both are used efficiently and effectively.
o Attend management and leadership strategic meetings.
o Comply with Lockton procedures and policies.
o Responsible for maintaining associate turnover within Unit at an acceptable level whether voluntary or involuntary.
Strong technical knowledge of commercial property and casualty coverages including experience in account executive level brokerage services and client management.
o Seven or more years leading or managing teams of people.
o Bachelors degree in business, finance or related field, or equivalent experience.
o Strong business aptitude with operational management experience.
o Organizational and time management skills to meet time sensitive deadlines.
o Proficiency in the use of Windows 10 Microsoft Suite.
o Ability to travel by automobile and aircraft and be away from home more than one day and night
o Ability to work outside of regular business hours
We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.


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