Company:
Lockton, Inc.
Location: Plano
Closing Date: 27/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description
Job Summary:
Description:
Supervisory Duties
Yes, will manage a team of IAS Analysts and Senior Analysts.
Will assist with the management of third-party vendor
Core Duties
Lead the development and management of the IAS Analyst Hub with the support of the Core Segment Leadership Team.
• Structure the activities of the Analyst Hub associates to support the requirements of the IAS practice (annual activities, project deliverables, etc.).
• Design and implement standard processes and procedures that create efficiencies in the practice’s service model and utilize Lockton’s technology and support services.
• Develop an Analyst training program that provides Analysts the skills to perform in their role and learning opportunities that result in career growth within the IAS team.
• Oversee capacity planning methodology and apply system-based metrics to determine when associates have or are at capacity, require development, and additional hiring is needed.
• Ensure quality control protocols including peer review processes are utilized and use the outcomes to identify training needs.
• Design reports and dashboards utilizing the practice’s technology that communicate the current state of the team, issues, and requirements to leadership.
• Partner with broader IAS leadership team and people managers to understand and plan for their pipeline and obtain feedback on existing processes and procedures and associate performance.
• Provide input to the design of technology and the use of third-party vendors to ensure continuous improvement and adoption of these resources.
• Manage reduced caseload of IAS client marketings and implementations.
• Engage with Human Resources to hire new analyst positions as required and ensure their successful onboarding.
Requirements:
Qualification
• Ability to lead and manage teams in a client focused environment.
• Ability to train and develop associates who are new to an industry.
• Demonstrate Develop deep knowledge of Lockton's service delivery model within IAS.
• Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders.
• Functional experience creating and delivering client services and experiences with Salesforce or similar CRM.
• Experience in life, disability and disability leave consulting and operations.
• Experience with life, disability and leave of absence plan design and underwriting concept
• Ability to successfully build relationships with stakeholders across the organization to manage team capacity and improve work products and services.
• Experience developing relationships with third party vendors.
• Excellent organizational skills and the ability to manage multiple projects simultaneously with strong attention to detail.
• Strong analytical skills, both quantitative and qualitative, and Excel skills and the ability to use data as a tool to deliver a story.
• Excellent organization, interpersonal, verbal, and written communication skill
• Ability to think intuitively, assertively, and creatively and solve for complex situations.
Knowledge Capital
• Managing teams in a dynamic environment with various stakeholders and need
• Project management
• Relationship management
Software Skills
Advanced proficiency using Excel, PowerPoint, Word, and Outlook
Credentials
Health, Life and Annuities License (preferred, required within 6 months of joining the practice)
Description:
Supervisory Duties
Yes, will manage a team of IAS Analysts and Senior Analysts.
Will assist with the management of third-party vendor
Core Duties
Lead the development and management of the IAS Analyst Hub with the support of the Core Segment Leadership Team.
• Structure the activities of the Analyst Hub associates to support the requirements of the IAS practice (annual activities, project deliverables, etc.).
• Design and implement standard processes and procedures that create efficiencies in the practice’s service model and utilize Lockton’s technology and support services.
• Develop an Analyst training program that provides Analysts the skills to perform in their role and learning opportunities that result in career growth within the IAS team.
• Oversee capacity planning methodology and apply system-based metrics to determine when associates have or are at capacity, require development, and additional hiring is needed.
• Ensure quality control protocols including peer review processes are utilized and use the outcomes to identify training needs.
• Design reports and dashboards utilizing the practice’s technology that communicate the current state of the team, issues, and requirements to leadership.
• Partner with broader IAS leadership team and people managers to understand and plan for their pipeline and obtain feedback on existing processes and procedures and associate performance.
• Provide input to the design of technology and the use of third-party vendors to ensure continuous improvement and adoption of these resources.
• Manage reduced caseload of IAS client marketings and implementations.
• Engage with Human Resources to hire new analyst positions as required and ensure their successful onboarding.
Requirements:
Qualification
• Ability to lead and manage teams in a client focused environment.
• Ability to train and develop associates who are new to an industry.
• Demonstrate Develop deep knowledge of Lockton's service delivery model within IAS.
• Design and implement processes and procedures that deliver organizational efficiencies and create clear expectations among stakeholders.
• Functional experience creating and delivering client services and experiences with Salesforce or similar CRM.
• Experience in life, disability and disability leave consulting and operations.
• Experience with life, disability and leave of absence plan design and underwriting concept
• Ability to successfully build relationships with stakeholders across the organization to manage team capacity and improve work products and services.
• Experience developing relationships with third party vendors.
• Excellent organizational skills and the ability to manage multiple projects simultaneously with strong attention to detail.
• Strong analytical skills, both quantitative and qualitative, and Excel skills and the ability to use data as a tool to deliver a story.
• Excellent organization, interpersonal, verbal, and written communication skill
• Ability to think intuitively, assertively, and creatively and solve for complex situations.
Knowledge Capital
• Managing teams in a dynamic environment with various stakeholders and need
• Project management
• Relationship management
Software Skills
Advanced proficiency using Excel, PowerPoint, Word, and Outlook
Credentials
Health, Life and Annuities License (preferred, required within 6 months of joining the practice)
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Lockton, Inc.