Project Manager (Commercial Insurance)

at  Lockton Inc

Working at Lockton
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.
Business unit
Texas Series
Schedule
Full-time
Job type
Standard
Workplace
Hybrid
Your Responsibilities
Lockton is currently seeking a high energy, self-starter to strategically support the expansion of our Producer footprint within the commercial insurance industry. In partnership with one of Lockton’s top producers, you will help drive and support a growing book of business with a focus on service and execution. We are looking for a well-rounded professional who thrives in an environment of diverse opportunities to utilize exemplary communication skills, top-notch business acumen, and effective project management abilities. If you are looking to join an organization that allows you to be “Uncommonly Independent,” Apply Today!

Responsibilities include, but not limited to:

• Manage daily operations and projects to allow the Producer the freedom, momentum, and clarity to significantly expand their business
• Assist Producer with calendar, email, and project management
• Responsible for planning and directing budgets, goals, and business objectives
• Oversee all aspects of projects including projection development, milestone tracking, project completion, summaries and follow up
• Participate in Client meetings by coordinating summaries and seeing action items through to closure
• Develop and track Client renewal lists and reports
• Assist with presentation preparation for Clients and/or Senior Leadership, including draft review and resolution of potential errors
• Process Requests for Proposals (RFP) and develop response with minimal Producer oversight
• Develop policies and/or procedures for effective account management and satisfactory Client service
• Additional tasks may be requested

Qualifications

• Bachelor’s degree in Business Administration, Risk Management and Insurance, or related field - preferred
• Prior experience in the insurance and/or financial industry (commercial lines experience preferred)
• Foundational knowledge of property and casualty coverages (a plus)
• Understanding of commercial insurance renewal, marketing, and program placement process (a plus)
• Strong technical aptitude, including expertise in Microsoft Office products/platforms and Workfront (preferred)
• Professional written and verbal communication skills with the ability to communicate with all levels of Associates and Clientele
• Highly effective organizational and time management skills with a focus on accuracy and meeting goal-driven deadlines
• Demonstrated analytical and problem-solving skills, including research and investigation, and ability to provide impactful solutions
• Strong attention to detail with the ability to manage multiple tasks and responsibilities successfully
• Willingness to learn about Lockton product offerings, identify and introduce market concepts, and effectively communicate insurance program details
• Ability to work outside of normal business hours and travel as needed
• Legally able to work in the United States

Equal Opportunity Statement
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.
About Lockton
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.
How We Will Support You
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.
No Agencies Please
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

• Manage daily operations and projects to allow the Producer the freedom, momentum, and clarity to significantly expand their business
• Assist Producer with calendar, email, and project management
• Responsible for planning and directing budgets, goals, and business objectives
• Oversee all aspects of projects including projection development, milestone tracking, project completion, summaries and follow up
• Participate in Client meetings by coordinating summaries and seeing action items through to closure
• Develop and track Client renewal lists and reports
• Assist with presentation preparation for Clients and/or Senior Leadership, including draft review and resolution of potential errors
• Process Requests for Proposals (RFP) and develop response with minimal Producer oversight
• Develop policies and/or procedures for effective account management and satisfactory Client service
• Additional tasks may be requeste