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Skills
Business Planunmatched
Coachingunmatched
Consultingunmatched
Customer Escalationsunmatched
Leadershipunmatched
Marketingunmatched
Metricsunmatched
Organizational Skillsunmatched
Relationship Managementunmatched
Stewardshipunmatched
Team Playerunmatched
Description
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES
- Responsible for 20-40 total accounts, with assistance from an Account Coordinator or Senior Account Coordinator
- Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership
- Oversees full office/series book of business to ensure timelines are met, carrier placement metrics are in line and no E&O liability
- Point of contact for escalations related to case specific questions/issues
- Responsibility related to growth (build relationship and working parameters with growth team)
- Responsibility related to management and associate development, with leadership coaching
- Proven ability to take initiative in terms of innovation and growth
- Promotes and supports new practice initiatives
- Able to peer review all deliverables
- Manages carrier relationships at a local level
- Provides input related to overall practice business plan
- Overall book of business management and staffing
- Collaboration across series/offices with regards to marketing, placement and policy management
- Able and willing to share knowledge gained across the practice to promote better collaboration
- Involved in Series Stewardship reporting and delivering of results
- Assistance with process efficiency projects and future practice initiatives
- Completes Phase 3 of Audits
- Represents Lockton in any situation with high standards