Associate Director

Your Responsibilities

• Manage and ensure assigned teams operate efficiently and effectively in supporting client needs.
• Assess and develop associate productivity, effectiveness, and performance, holding associates accountable through established performance objectives, training, education, coaching, and mentoring.
• Support succession planning by identifying associates with growth potential and recommending candidates for development.
• Lead workload distribution and ensure optimal team performance and capacity.
• Cook up team assignments for servicing new and existing clients.
• Maintain own client book of business, serving as client lead.
• Build and maintain strong relationships with Producers and Associates to ensure cooperative and productive collaboration.
• Recommend team structure, processes, staffing, and other resources to support growth and strategic objectives.
• Participate in the recruitment of associates and manage the interview and onboarding process for assigned teams.
• Drive efficiency through adherence to best practices and Lockton’s quality standards.
• Implement national initiatives, procedures, and standards for quality client service, as well as new service offerings, within assigned teams.
• Communicate in a positive manner to contribute to a cohesive work environment.
• Maintain associate turnover at an acceptable level, whether voluntary or involuntary.
• Take on additional responsibilities as needed to support team and organizational goals.

Qualifications

• Proven track record of leading high-performing teams and driving business growth in the employee benefits space.
• Bachelor’s degree in business, finance or related field, or equivalent experience.
• At least ten years of experience in the insurance employee benefits industry.
• Five or more years of leading or managing teams of people.
• Demonstrated ability to translate strategic goals into operational execution.
• Strong technical knowledge including experience in Account Executive level brokerage services and client management.
• Strong knowledge of different financial arrangements and products available to clients.
• Strong business aptitude with operational management experience.
• Ability to prepare and present client presentations with clarity and understanding.
• Ability to demonstrate reliability by completing tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.
• Strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
• Ability to attend company, department, and team meetings as required, including industry training sessions.
• Ability to work on a computer for a prolonged amount of time.
• Ability to travel by automobile and aircraft.
• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.
• Ability to work outside of normal business hours as needed.
• Legally able to work in the United States.