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Director - Benefits

Denver, CO, USA | Lockton

  • Industry:
    Insurance - General
  • Position Type:
  • Functions:
    General Management
    Human Resources
  • Experience:
    7-10 years
Job Description:
60 people have viewed this job

This position supports the Benefits Practice Lead in executing client service operations to ensure policies and procedures align with strategic goals and objectives and conform to legal, ethical and quality standards of service. This position assists in the development, communication and implementation of systems and processes needed to drive best practices and efficiencies to best serve clients. This position provides strategic and tactical consulting and account management support to an assigned book of business and manages a team of Account Executives, Account Managers, and Account Administrators. 

Role Responsibilities:

Manage and ensure the aligned team operates efficiently and effectively in supporting client needs.

Assess and develop associate productivity, effectiveness, and performance. Hold associates accountable through established performance objectives, training, education, coaching, and mentoring

Responsible for succession planning and ensure that associates with growth potential are identified as candidates for development

Responsible for assigning workload and monitoring new business capacity to ensure associates are performing at an optimal level

Coordinate team assignments for servicing of new clients.

Maintain client book as determined by the Benefits Practice Leader.

Designate individual responsibility and establish scope of authority for the accomplishment of Unit and Lockton objectives.

Ensure that relationships between Producers and Associates are cooperative and productive.

Recommend organizational structure, processes, staffing, and other resources to support growth and strategic objectives. Assist Benefits Practice Lead in preparing annual operational and staffing budget.

Participate in the recruitment of associates and manage the interview and hiring process.

Drive efficiency through adherence to best practices.

Serves as point of contact for implementation of national initiatives, procedures and standards for quality client service, document management (e-filing, records retention, etc.), as well as new service offerings.

Understand best practices and workplace technology. Work with other Directors to ensure both are used efficiently and effectively.

Communicate in a positive manner to contribute to a cohesive, pleasant work environment.

Protect the confidentiality of information learned by performing the duties of the position.

Responsible for maintaining associate turnover at an acceptable level whether voluntary or involuntary.

Perform other work-related duties as assigned.


Ten plus years’ experience in the insurance employee benefits industry.Strong technical knowledge including experience in account executive level brokerage services and client management.

Seven or more years leading or managing teams of people.

Bachelor’s degree in business, finance or related field, or equivalent experience.

Current Colorado insurance license or the ability to obtain within 6 months of hire date is required.

Demonstrates strong client service focus.Practices Lockton’s motto, “We Live Service!” while serving clients’ needs, nurturing effective client relationships and contributing to the overall success and satisfaction of Lockton.

Strong knowledge of different financial arrangements and products available to clients (fully insurance, minimum premium, ASO, etc.)

Well - developed knowledge and relationships within the insurance industry.

Strong business aptitude with operational management experience.

Ability to prepare ad present client presentations with clarity and understanding.

Ability to demonstrate reliability by completing tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.

Organizational and time management skills to meet time sensitive deadlines.

Strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.

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