What are the responsibilities and job description for the Program Manager position at Lockton, Inc.?
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.
Lockton Affinity, in Overland Park, KS is seeking a Program Manager. The Program Manager position at Lockton Affinity reports to and works under the direction of the Program Executive. This associate is responsible for various levels of program responsibilities that range from minor to significant depending on the needs and complexities of client Programs. Included in these responsibilities may be annual budget development; coordinating the efforts of marketing, sales, underwriting and client solutions teams; insurance carrier negotiations; client and carrier relationship development; attendance at meetings, conventions, as well as other events. Additionally, the Program Manager will participate with new business opportunities and other ventures, as needed.
YOUR RESPONSIBILITIES
- Develop the annual revenue budget for assigned programs.
- Assists in the development of effective marketing and service plans for each assigned program to achieve revenue goal.
- Monitor and report program revenue results.
- Responsible for developing and maintaining relationships with association, franchisor or other sponsor contacts.
- Understands the overall business, operations and needs of the client.
- Anticipates or responds in a timely manner to the requests and needs of the client, producer, and other associates.
- Protects the confidentiality of client information.
- Ability to build strong, dependable relationships with internal associates.
- Communicates in a positive manner to contribute to a professional, cohesive and dynamic work environment and leads program meetings as needed.
- Makes positive contribution to customer satisfaction and constantly strives to improve service to customer via the marketing, sales, underwriting, accounting, claims and client service processes.
- Ability to travel with overnight stays for client meetings, conventions and other business related events.
- Prepares internal and external written correspondence, reports, and analyses as needed.
- Ability to handle professional sales and marketing presentations at client locations and at industry functions.
- Makes timely insurance presentations to clients.
- Assist in the renewal process for larger accounts that require individual attention at renewal.
- Attend department, staff and company meetings, educational workshops, and social events.
- Accumulates required continuing educational credits to maintain current insurance license.
- Performs other work-related duties as assigned.
- Bachelor’s degree in business related program or equivalent education and/or experience.
- Current insurance license or the ability to obtain and the ability to maintain active status going forward.
- Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry by successful completion of extended classes and workshops related to insurance.
- Demonstrated ability to understand and execute oral and written instructions.
- Strong knowledge of commercial property/casualty coverages and services.
- Firm understanding of commercial rating concepts.
- Strong business acumen or ability to develop.
- Working knowledge, or ability to develop knowledge and understanding of Client Management systems such as CRM and Velocity.
- Strong working knowledge of Microsoft products (Word, Excel, PowerPoint, Outlook) or similar software applications, including spreadsheet and formula calculations.
- Organizational and time management skills to prioritize heavy workloads to meet time sensitive deadlines.
- Strong presentation skills including preparation and execution.
- Personal presence to interface with top management of other businesses, representing Lockton Affinity in the highest professional manner.
- High level verbal, written, and interpersonal skills to interact with associates and clients at all levels of responsibility.
- Proven ability to communicate professionally, instill confidence and comfort with clients so that long term partner and business relationships are established.
- Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.
- Substantial experience in servicing the insurance needs of commercial accounts and Program clients.
- Ability to analyze and solve problems, including research and investigation skills.
- Continually meets and exceeds performance objectives, with proven commitment and confidence.
- Ability to follow internal controls and procedures.
The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.
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 10,000 Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
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.
