Series Lead, IAS

Job Description - Series Lead, IAS (23016U)
Job Summary

We are seeking a senior level client management professional to lead our multi office initiatives for the Integrated Absence Solutions (IAS) Practice. The Series Lead (consultant) will be responsible for end-to-end delivery of IAS services, focusing primarily on IAS core services to clients. They will also manage the listing of all active IAS clients in the Lockton Series and oversee and manage RFP Marketing and Renewal & the implementation process with carriers. This person will be the go-to person and SME for the top Producers within the assigned Series.

Role Expectations
• Learn 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 value proposition to Producers, Lockton Teams, Clients, and Prospects
• Manage services and provide regular updates on projects to internal teams
• Travel required if located outside assigned regional Lockton offices
• Ability to travel up to one week per month, with possible seasonal spikes

Essential Job Duties and Responsibilities
• Point-person for Lockton Teams and IAS
• Responsible for end-to-end delivery of IAS services
• Manage listing of all active IAS Clients in Lockton Region
• Oversee and manage client RFP marketing and renewal process
• Provide implementation support for leave outsourcing
• Develop strong relationships with Lockton Regional Producers
• Prepare monthly governance/stewardship report for IAS and Regional Steering Committee leadership meetings (including performance scorecard, work in progress, engaged/non-engaged clients, open service items, risks, escalations, etc.)
• Annual planning meetings with each Client Lead in Lockton Region (discuss any updates to IAS services, seek feedback, discuss current and upcoming client work, align on client list needs)
• Knowledgeable about IAS services such as RFP, renewals, benchmarking, market trends, compliance, carrier implementation and remediation for life, disability, and absence programs
• Able to peer review and add strategic content, if needed, for IAS services materials prior to presenting to a client
• Attend prospect meetings with Producers
• Able to communicate difficult messages to clients and successfully manage client escalations

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Requirements

Bachelor’s degree required
• Minimum of 7 years of consulting and/or brokerage experience in life, disability, and absence management space
• Strong Client facing skills; prospecting, ability to deliver a tough renewal, carrier negotiations, contract management
• Current knowledge and command of the market; technical enough to discuss current environment in life, disability, and leave and articulate why IAS can help or add value to Clients
• Strong project management skills; organized
• Accountable
• Legal right to work in the United States
Primary Location: TX-PlanoSchedule: Full-time

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