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Retirement Practice Leader

Lockton Companies

in Washington, DC / New York, NY / Philadelphia, PA

Business Insurance has recognized Lockton as one of the “"Best Place to Work in Insurance" for eight years running. We think you’ll agree! A few of the reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement – Associates are encouraged to support and volunteer for their favorite charities
  • Frequent athletic and wellness events
  • Social and teambuilding opportunities like happy hours and other celebrations
  • Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Position Objective:
Based in one of our primary Northeast  Retirement Services offices, The Practice Leader provides strategic and tactical consulting and account management leadership to an assigned book of Retirement and Executive Benefit clients, builds and maintains strong client and provider relationships, and effectively leads a team of Retirement Associates across multiple Lockton Northeast offices. The practice leader promotes total quality awareness and regulatory compliance through understanding and supporting the Retirement initiatives for the Series and drives Associate performance to achieve and maintain Lockton quality standards.

Essential Duties: 

  • Provide leadership for the overall management and growth and development of Retirement in the Northeast, together with Producers
  • Ensure the marketing, servicing and compliance needs of all Retirement Accounts in the Northeast Series are met
  • Develop excellent rapport with the Lockton Producers, enhancing the “team” approach for sales and service delivery
  • Effectively manage multi-office team of Account Executives, Account Mangers, and Account Administrators to achieve the service requirements of the Northeast Retirement Clients.
  • Manage the service team’s performance to maximize growth and client retention; allocate resources within the team to meet client needs, drawing on National team resources as appropriate
  • Consult and serve as the primary liaison between Lockton and book of clients; assist Producers in sales opportunities with prospective clients.
  • Act as the primary technical advisor for the team, effectively overseeing and developing expertise of all team members
  • Meet with clients monthly, quarterly , annually or as needed
  • Direct activities and programs for the training and development of  Retirement Associates in the Northeast Series
  • Oversee all pricing and service commitments for Northeast clients
  • Ensure data is accurately and timely entered by team in all Lockton systems of record including Benefit Point, Salesforce.com, and others as required
  • Ensure invoices are sent timely and revenue is received for all Northeast clients
  • Coordinate and direct the efforts of all unit members to fulfill service responsibilities, meet objectives, and contribute to the overall effectiveness of the teams
  • Coordinate with all other Retirement unit managers and practice leads across the country to share and implement best client service practices
  • Address internal compliance issues and coordinate with Chief Compliance Officer to implement and monitor compliance best practices
  • Lead and participate in the recruitment of additional Associates Retirement in the Northeast
  • Coordinate the orientation of new Associates in Retirement in the Northeast
  • Manage Associates and complete effective performance evaluation, including salary increases and bonus recommendations
  • Handles a book of complex client engagements
  • Lead in the development and planning of the Retirement budget and business plan for all of the Northeast locations and manage the splits to target in coordination with the COO

Qualifications:

  • 10+ years of experience in Retirement Consulting or Advisory business
  • 5+ years of experience in a management role within a Retirement or Benefits consulting practice
  • Current FINRA licenses: 6,63, 65  or equivalent, 24 preferred but not necessary
  • CEBS, AIF or equivalent designation preferred
  • Firm working knowledge of ERISA requirements, administration or plans, and investment consulting practices
  • Advanced knowledge of plan design and administration, and funding strategies across DC, DB and NQ plans
  • Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines
  • Strong knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications
  • Demonstrated analytical and problem-solving skills
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility
  • Strong client management skills to facilitate c-suite level meetings
  • Willingness to delegate as appropriate
  • Demonstrated understanding of when to proceed alone and when to involve the Account Executive, Unit Manager, Producer, and others
  • Demonstrated interpersonal communication and interaction with company personnel for favorable relationship management and account outcome
  • Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives
  • Cognizant of workflows on a proactive basis and demonstrated initiative to support Associates  working in tandem for an efficient and effective product outcome
  • Ability to present proposals to clients in a professional manner
  • Personal presence to interface with vendor representatives
  • Ability to travel by automobile and aircraft, and stay for more than one day and night
  • Firm, fluent grasp of English language with above average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility
  • The desire to take on a leadership role both internally and externally at Lockton

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.

More than 6,000 professionals at Lockton provide 50,000 clients around the world with risk management, insurance, employee benefits consulting, and retirement services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 9th largest overall. For eight consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update.

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

**NO AGENCIES PLEASE** Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

How to Apply

Please submit your resume to Amy Lee North, Senior Recruiter, anorth@lockton.com

Or, apply online at www.lockton.com


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