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Manager - Retirement Services

Lockton Insurance Brokers - Pacific Series

in Los Angeles, CA

 

Position Objective

Based in one of our primary Pacific Retirement Services offices, The Manager - Retirement Services 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 Pacific 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, growth and development of Retirement in the Pacific series, together with Producers
  • Ensure the marketing, servicing and compliance needs of all Retirement Accounts in the Pacific 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 Pacific 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 your assigned 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, and drawing on National or vendor resources as needed
  • Meet with clients monthly, quarterly, annually or as needed
  • Direct activities and programs for the training and development ofRetirement Associates in the Pacific Series
  • Oversee all pricing and service commitments for Pacific 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 Pacific 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 Retirement Associates in the Pacific Series
    • Coordinate the orientation of new Associates in Retirement in the Pacific Series
    • Manage Associates and complete effective performance evaluation, including salary and bonus recommendations
  • Lead in the development and planning of the Retirement budget and business plan for all of the Pacific locations and manage the splits to target in coordination with the COO
  • Manage a book of complex client engagements of approximately $1m in revenue

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
  • Personal presence to interface with vendor representatives and client executives
  • 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, COO, Producer, and others
  • Demonstrated interpersonal communication and interaction with client 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
  • 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

How to Apply

Please send your resume and cover letter to Michael Dupree: mdupree@lockton.com

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