Director of Commercial Construction Insurance Leader

Lockton•Atlanta, GA

33d

About The Position

The Director of Client Services is an expert in Construction Project Solutions in mid market to large client. This is a new leader position that assists the Practice Leader with leading the Team as well as operate as a first chair Account Executive. They are the leader of multi-level risk management team responsible for translating risk and loss profiles into solutions which include program design and pre and post loss risk strategies. They build long term trusted advisor relationships with clients, producers, and associates supporting business growth. The Account Executive drives accountability for execution of account strategies, by delegating and empowering account managers and account analysts supporting client team. The Account Executive always adheres to Lockton cultural values, and treats fellow associates, clients, and vendors with dignity and respect. Strategic advisor for client. Responsible for overall client satisfaction, client relationship and client retention. Engages and resolves highly escalated client service matters and strategic initiatives/ Strong experience with project based, complex risk solutions with General Contractors, Developers, Owner Operators. Drives strategy planning process with client. Evaluate exposure changes, business changes, client goals and financial health of client to make recommendations for pre-renewal and stewardship planning. It has a sound understanding of market innovation and disruptors and the impact it could have on a client. Communications with client and markets related to matters of strategic significance. Leads complex negotiations with carrier markets. Monitors account expenses and ensure that billing and invoicing is up to date. Is also responsible for the overall profitability of the account and working with the producer on a mutually agreeable client engagement. In collaboration with client, defines strategic goals and is accountable for the execution of a successful marketing. Reviews final quotes and recommendations, conducts final negotiations with carriers (if necessary), presents recommendation to the clients, and documents client acceptance of renewal strategy. Resolves escalated renewal issues. Support new carrier relationships and act as an escalation point for issues during renewal implementation Direct client onboarding activities following standard process and checklists including BOR, Fee agreements, documenting client expectations, and systems and file documentation Establish key reporting metrics for each client and coordinate with client service team to deliver reporting. Provide a summary overview to client with key highlights to reporting. Customer Focus Ensuring that the (internal or external) customer’s perspective is a driving force behind strategic priorities, business decisions, organizational processes, and individual activities; crafting and implementing service practices that meet customers’ and own organization’s needs; promoting and operationalizing customer service as a value. Actions: Seeks to understand customers, identifies customer service issues, drives customer-focused practices, assures customer satisfaction. Technical/Professional Knowledge and Skills Having achieved a satisfactory level of technical, functional, and/or professional skill or knowledge in position-related areas; keeping up with current developments and trends in areas of expertise; leveraging expert knowledge to accomplish results. Actions: Understands technical terminology and developments, knows how to apply a technical skill or procedure, knows when to apply a technical skill or procedure, performs complex tasks in areas of expertise. Communication Conveying information and ideas clearly and concisely to individuals or groups in an engaging manner that helps them understand and retain the message, listening actively to others. Actions: Organizes communication, maintains attention, adjusts to the listener, ensures understanding, listens actively, conveys a professional presence. Business Acumen Using one’s knowledge of economic, financial, market, and industry trends to understand and improve individual, work group, and/or organizational results, using one’s understanding of major business functions, industry trends, and own organization’s position to contribute to effective business strategies and/or tactics. Actions: Analyzes, integrates, understands business functions, understands the industry, leverages own understanding. Execution Ensuring others contribute to organization strategies by focusing them on the most critical priorities, measuring progress, and ensuring accountability against those metrics. Actions: Maintains focus, measures progress and outcome, ensures accountability Planning and Organizing Establishing an action plan for self and others to complete work efficiently and on time by setting priorities, establishing timelines, and leveraging resources. Actions: Prioritizes, determines tasks and resources, schedules, leverages resources, stays focused, stays informed

Requirements

8-10 years of experience in client services for property and casualty, including servicing and placement.
Bachelor's degree in a business-related program or equivalent education and/or experience in the insurance industry.
Current Property and Casualty insurance license or the ability to obtain one immediately.
Advanced understanding of P&C coverage lines.
Advanced knowledge of risk financing strategies and products (e.g., guarantee cost, loss sensitive, collateral), including addressing financial and collateral considerations with markets.
Intermediate/advanced negotiation skills related to marketing and placement of insurance products, with the ability to position risks to underwriters for optimal outcomes.
A strong working knowledge of the changing vendor landscape, including new market entrants and cutting-edge products and solutions.
Expert knowledge of federal and state legislation and legal issues related to the insurance industry.
Ability to compile, analyze, and interpret complex financial information and data to facilitate decision-making and translate it for clients to meet strategic objectives.
Full proficiency in Microsoft Word, Excel, and PowerPoint.
Executive presence and presentation skills, with the ability to influence at executive levels.
Intermediate AI Proficiency: Ability to effectively use generative AI tools for research, analysis, communication, and workflow optimization; validate AI-generated outputs for accuracy and appropriateness; apply sound judgment regarding data privacy, security, and regulatory requirements; identify opportunities to improve team effectiveness through responsible use of AI.

Nice To Haves

Strong experience with project-based, complex risk solutions with General Contractors, Developers, Owner Operators.
Excellent relationships with insurance/carrier markets in assigned areas, or the ability to develop them immediately.

Responsibilities

Serve as a strategic advisor for clients, ensuring overall client satisfaction, relationship management, and retention.
Engage in and resolve highly escalated client service matters and strategic initiatives.
Drive strategy planning processes with clients, evaluating exposure changes, business shifts, client goals, and financial health to recommend pre-renewal and stewardship plans.
Communicate with clients and markets on matters of strategic significance, leading complex negotiations with carrier markets.
Monitor account expenses, ensure timely billing and invoicing, and manage overall account profitability in collaboration with producers.
Define strategic goals with clients and execute successful marketing plans, including reviewing quotes, conducting final negotiations, presenting recommendations, and documenting client acceptance.
Support new carrier relationships and act as an escalation point for issues during renewal implementation.
Direct client onboarding activities, including BOR, fee agreements, documenting expectations, and system/file documentation.
Establish key reporting metrics for each client and coordinate with the client service team for delivery, providing summary overviews with key highlights.
Translate risk and loss profiles into solutions, including program design and pre/post-loss risk strategies.
Build long-term trusted advisor relationships with clients, producers, and associates to support business growth.
Drive accountability for the execution of account strategies by delegating and empowering account managers and analysts.
Adhere to Lockton cultural values and treat associates, clients, and vendors with dignity and respect.