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Team Lead

  • Job
    Full-time
    Senior Level
  • Business, Operations & Strategy
  • $91.3K - $126K
  • Los Angeles

AI generated summary

  • You need a Bachelor's degree or 7+ years of experience, strong communication skills, industry knowledge, ability to meet deadlines, use Microsoft Office, travel, and work outside regular hours. Legally able to work in the US.
  • You will oversee client service, develop financial models, analyze industry trends, present coverage plans, negotiate with carriers, mentor junior staff, and more.

Requirements

  • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
  • Typically, more than 7 years of Client services experience is required
  • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Strong verbal and interpersonal communication skills required
  • Demonstrates strong working knowledge and experience within brokerage industry
  • Understands industry trends and governmental regulations
  • Ability to complete continuing education requirements as needed
  • 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, photocopier, and facsimile machine
  • Ability to work on a computer for a prolonged amount of time
  • Ability to work outside of normal business hours as needed
  • Legally able to work in the United States.

Responsibilities

  • Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.
  • Oversees the servicing of a designated book of business as relating to marketing, claims, and administration
  • Researches an issues’ root cause, implements, and resolves policy-related issues
  • Recommends potential enhancements or improvements to processes, products, and/or policies
  • Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.
  • Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations
  • Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans
  • Engages in Client strategy meetings to manage insured expectations for upcoming term
  • Develops and presents coverage plan and renewal terms to Client
  • Assesses and interprets exposure information from the Client
  • Analyzes quotes from carriers to determine appropriate recommendations
  • Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
  • Facilitates Client premium financing
  • Participates in negotiations with carriers for new and renewal quotes
  • Collaborates with senior staff in selecting new markets for submission and requesting quotes
  • Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive
  • Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors
  • Researches and understands industry trends and government regulations
  • Mentors and trains junior-level staff
  • Performs other responsibilities and duties as needed

FAQs

What qualifications are required for the Team Lead position at Lockton?

A Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent is required. Typically, more than 7 years of Client services experience is also required.

What are the key responsibilities of a Team Lead at Lockton?

A Team Lead at Lockton is responsible for overseeing the servicing of a designated book of business, researching and resolving policy-related issues, developing financial models and reports for clients, providing expertise in strategic planning, and engaging in client strategy meetings, among other duties.

What skills are necessary for a successful Team Lead at Lockton?

Strong verbal and interpersonal communication skills, a strong knowledge of Microsoft Office Suite, a strong working knowledge and experience within the brokerage industry, and the ability to efficiently organize work and manage time to meet deadlines are necessary skills for a successful Team Lead at Lockton.

Is travel required for the Team Lead position at Lockton?

Yes, the ability to travel by automobile and aircraft may be required for the Team Lead position at Lockton.

Are there any additional duties or responsibilities for a Team Lead at Lockton?

In addition to the listed responsibilities, a Team Lead may be required to mentor and train junior-level staff, establish and maintain relationships with clients, carriers, and other vendors, and stay up-to-date on industry trends and governmental regulations.

Finance
Industry
10,001+
Employees
1966
Founded Year

Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.