West Client Relationship Leader
Lockton Companies, Kansas City, MO, United States
Kansas City, Missouri, United States of America
Role: Experienced client services leader focusing on high-net-worth personal insurance clients and family office services. This position calls for a leader who will shape business direction while delivering excellent client experiences.
Job Description
Manage a book of business consisting of high-net-worth personal insurance clients.
Cultivate relationships with clients to ensure retention and growth of the book.
Act as a trusted advisor to clients, providing guidance and recommendations on risk management and mitigation.
Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve career goals.
Monitor team performance by conducting audits and ensure service standards goals are being met.
Attend discovery meetings and proposal presentations, where applicable.
Provide input in the development and implementation of policies and procedures, as well as operating and strategic plans for the division.
Develop and maintain relationships with insurance carriers, broker servicing networks, and other providers.
Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge.
Generate new business opportunities through cross‑selling.
Assist in the establishment and attainment of revenue goals for existing and new business.
Research and understand industry trends, product development, and government regulations.
Competencies
Time management and organization: Uses tools, skills and techniques to manage time, planning, scheduling, and prioritizing.
Professionalism: Conducts oneself in a polite, respectful manner and demonstrates good judgement with clients and partners.
Client focus: Practices Lockton’s motto “We Live Service” while serving clients’ needs and contributing to satisfaction.
Reliability: Completes tasks on time, meeting or exceeding expectations, and carries a reputation for dependability.
Communication: Expresses ideas clearly, listens effectively, shares information appropriately, and resolves conflict as needed.
Industry knowledge: Stays current on issues impacting the industry by maintaining expertise in the functional area.
Qualifications
Bachelor’s Degree in Risk Management or Business Administration, or equivalent experience.
More than 5 years of technical brokerage experience in private risk management focused on structuring complex insurance programs for family offices and ultra‑high‑net‑worth families.
3+ years of experience structuring complex insurance programs for high‑net‑worth clients.
Strong verbal and interpersonal communication skills.
Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
Ability to complete continuing education requirements as needed.
Understanding of industry trends and governmental regulations.
Ability to work independently and manage multiple tasks simultaneously.
Ability to attend company, department and team meetings and industry training sessions as required.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Travel by automobile and aircraft.
Experience using office equipment such as a computer, keyboard, calculator.
Ability to work on a computer, video meeting or phone for prolonged periods of time.
Ability to work outside of normal business hours as needed.
Legally able to work in the United States and willing to be in office 3‑5 days per week.
Equal Opportunity Statement Lockton Companies is proud to provide equal opportunity and is committed to an inclusive culture where all are respected and treated with dignity.
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Role: Experienced client services leader focusing on high-net-worth personal insurance clients and family office services. This position calls for a leader who will shape business direction while delivering excellent client experiences.
Job Description
Manage a book of business consisting of high-net-worth personal insurance clients.
Cultivate relationships with clients to ensure retention and growth of the book.
Act as a trusted advisor to clients, providing guidance and recommendations on risk management and mitigation.
Lead a team under Division Leader, providing coaching, counseling, training, and mentorship to help associates achieve career goals.
Monitor team performance by conducting audits and ensure service standards goals are being met.
Attend discovery meetings and proposal presentations, where applicable.
Provide input in the development and implementation of policies and procedures, as well as operating and strategic plans for the division.
Develop and maintain relationships with insurance carriers, broker servicing networks, and other providers.
Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge.
Generate new business opportunities through cross‑selling.
Assist in the establishment and attainment of revenue goals for existing and new business.
Research and understand industry trends, product development, and government regulations.
Competencies
Time management and organization: Uses tools, skills and techniques to manage time, planning, scheduling, and prioritizing.
Professionalism: Conducts oneself in a polite, respectful manner and demonstrates good judgement with clients and partners.
Client focus: Practices Lockton’s motto “We Live Service” while serving clients’ needs and contributing to satisfaction.
Reliability: Completes tasks on time, meeting or exceeding expectations, and carries a reputation for dependability.
Communication: Expresses ideas clearly, listens effectively, shares information appropriately, and resolves conflict as needed.
Industry knowledge: Stays current on issues impacting the industry by maintaining expertise in the functional area.
Qualifications
Bachelor’s Degree in Risk Management or Business Administration, or equivalent experience.
More than 5 years of technical brokerage experience in private risk management focused on structuring complex insurance programs for family offices and ultra‑high‑net‑worth families.
3+ years of experience structuring complex insurance programs for high‑net‑worth clients.
Strong verbal and interpersonal communication skills.
Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
Ability to complete continuing education requirements as needed.
Understanding of industry trends and governmental regulations.
Ability to work independently and manage multiple tasks simultaneously.
Ability to attend company, department and team meetings and industry training sessions as required.
Ability to comply with all company policies and procedures, protecting confidentiality of client and company information.
Ability to efficiently organize work and manage time to meet deadlines.
Travel by automobile and aircraft.
Experience using office equipment such as a computer, keyboard, calculator.
Ability to work on a computer, video meeting or phone for prolonged periods of time.
Ability to work outside of normal business hours as needed.
Legally able to work in the United States and willing to be in office 3‑5 days per week.
Equal Opportunity Statement Lockton Companies is proud to provide equal opportunity and is committed to an inclusive culture where all are respected and treated with dignity.
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