IAS Series Lead

Responsibilities

• Seek a senior-level client management professional to lead multi-office initiatives for the Integrated Absence Solutions (IAS) Practice.
• Series Lead responsible for the end-to-end delivery of IAS services, with a primary focus on IAS Regional Account services for clients.
• Manage the listing of all active IAS clients in the Lockton Region and oversee RFP marketing, renewals, and carrier implementation processes led by the broader IAS team.
• Serve as a go-to resource and subject matter expert for Producers and regional client teams.
• Become a subject matter expert for IAS services and provide value to clients.
• Act as an IAS ambassador to key stakeholders, both internal and external.
• Focus on serving clients and increasing client satisfaction.
• Represent IAS services and the IAS value proposition to Producers, Lockton teams, clients, and prospects.
• Manage services and provide regular project updates to internal teams.
• Travel as needed when located outside assigned regional Lockton offices, including up to one week per month with possible seasonal spikes.
• Serve as the primary point of contact between Lockton Series teams and IAS.
• Lead the end-to-end delivery of IAS services.
• Management of all active IAS clients in the Lockton Region.
• Oversee client RFP marketing and renewal processes being led by the practice.
• Oversee implementation support for leave outsourcing engagements.
• Develop and maintain strong relationships with Lockton Producers and client service teams to identify opportunities, support growth initiatives, and drive successful client outcomes.
• Partner with Lockton Series teams on strategic account planning to identify and advance time away, absence, and disability strategies and initiatives for clients.
• Serve as a mentor and development resource within the IAS practice, supporting associate growth, knowledge sharing, and talent development across the team.
• Identify, champion, and lead strategic initiatives, projects, process improvements, and technology solutions that enhance IAS capabilities, support practice growth, improve service delivery, and address evolving client and Lockton business needs.
• Prepare monthly governance and stewardship reports for IAS and Series stakeholder leadership meetings, including performance scorecards, work in progress, engaged and non-engaged clients, open service items, risks, and escalations.
• Conduct annual planning meetings with each Client Lead in the Lockton Series to discuss IAS service updates, gather feedback, review current and upcoming client work, and align on client needs.
• Maintain strong knowledge of IAS services, including RFPs, renewals, benchmarking, market trends, compliance, carrier implementation, and remediation for life, disability, and absence programs.
• Peer review IAS service materials and add strategic content, as needed, before client presentations.
• Support Broker of Record RFPs and attend prospect meetings with Producers.
• Communicate difficult messages to clients and successfully manage client escalations.

Qualifications

• Bachelor's degree required.
• Minimum of four years of consulting and/or brokerage experience or 10 years of carrier experience in the life, disability, and absence management space.
• Strong client-facing skills, including prospecting, delivering