Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development.
- 12-week paid parental leave.
- An emphasis on community involvement and giving back.
- Frequent athletic and wellness events.
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
- We are uncommonly and perpetually independent.
Executive Project Manager
Lockton Insurance is a leading global insurance brokerage firm that specializes in risk management, insurance, and employee benefits solutions. With a commitment to providing unparalleled service to clients across various industries, Lockton stands out for its innovative approach, tailored solutions, and dedication to excellence. As a trusted partner, Lockton serves clients with integrity, expertise, and personalized attention, helping them navigate complex risk landscapes and achieve their business objectives. At Lockton, we foster a culture of collaboration, growth, and continuous improvement, empowering our employees to deliver exceptional results and drive success for our clients. As an integral part of our team, you will have the opportunity to contribute to meaningful work, build valuable relationships, and make a difference in the lives of our clients and communities. Join us in shaping the future of risk management and insurance solutions at Lockton Insurance.
Job Description
We are seeking a highly organized and proactive Executive Project Manager to provide comprehensive support to the President of our Greater Los Angeles office and a Producer, SVP based in Los Angeles. The Executive Project Manager will play a crucial role in ensuring the smooth operation of the president’s daily projects, coordinating follow-ups, and handling communications with clients and stakeholders. The ideal candidate will possess excellent communication, technology systems, and interpersonal skills, be detail-oriented, and thrive in a fast-paced environment. This is an exciting opportunity to join a dynamic team and contribute to the success of a top-tier insurance brokerage firm.
Responsibilities
● Prepare meeting agendas, gather necessary documents or reports, and ensure everything is prepared as well as following up and deliverable tracking.
● Review incoming client requests and track the timely/appropriate responses.
● Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer.
● Assist in client retention strategies, coordinating that services are organized and prepared before deadlines.
● Manage CRM software, updating client records, tracking interactions, and generating reports to help analyze client data and trends.
● Manage the distribution of content such as white papers and news articles to potential prospects through mass email campaigns.
● Schedule and coordinate internal team meetings, including setting up agendas, sending out invitations, booking meeting rooms, and recording meeting minutes.
● Responsible for preparing and submitting expense reports ensuring all expenses are accurately documented and submitted in a timely manner.
● During travel days, help manage communication with clients, colleagues, and other stakeholders to ensure continuity in executives absence.
● Manage miscellaneous clerical tasks as required.
Position qualifications
● The ideal candidate will possess a bachelor's degree or equivalent education and/or experience preferred.
● Minimum 5 years of experience in an administrative and/or sales support role.
● Insurance industry experience is preferred but not required.
● Strong prioritization skills to effectively manage tasks and ensure that the most important matters are brought to attention promptly.
● Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner
● Proactive and self-motivated individual who takes initiative in identifying opportunities for improvement and implementing solutions with little to no supervision.
● Proficiency in Microsoft Office Suite and is comfortable navigating technology.
● Excellent organizational and time management skills
● High aptitude for accuracy in mathematical calculations.
● Ability to travel by automobile and aircraft and be away from home more than one day and night
● Legally able to work in the United States
This position may be eligible for annual discretionary bonus consideration.
Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.
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.
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