Regional Leader, Stop Loss

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. 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.

• Seen as Subject Matter Expert by core teams and/or clients, as well as team members, carrier partners and Lockton leadership
• Manages associates and supports their needs and development
• 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)
• Proven ability to take initiative in terms of innovation and growth
• Promotes and supports new practice initiatives
• Weekly leadership meetings and cross practice collaboration required
• Able to peer review all deliverables
• Manages carrier relationships at a local and leadership 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
• Owns 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 as officer of company
• Responsible for reputation of trustworthiness and integrity of the practice within the industry

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• 7+ years of Health Insurance Consulting
• 5+ years of Stop Loss experience
• Previous Management experience, management of a regional or national team is preferred
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Understands industry trends and governmental regulations
• 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
• Legally able to work in the United States

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day.

At the end of the day, our mission is to ensure that our family can be anyone’s family.

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. 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. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

Lockton is the largest privately held independent insurance brokerage in the world. 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…