Executive Project Manager - Lockton Companies

Los Angeles, California, United States of America

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

West Series

$85,000-$100,000

Schedule

Full-time

Job type

Standard

Workplace

In Office

Your Responsibilities

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.

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

1. Prepare meeting agendas, gather necessary documents or reports, and ensure everything is prepared as well as following up and deliverable tracking.
2. Review incoming client requests and track the timely/appropriate responses.
3. Make a positive contribution to customer satisfaction and continuously strive to improve service to the customer.
4. Assist in client retention strategies, coordinating that services are organized and prepared before deadlines.
5. Manage CRM software, updating client records, tracking interactions, and generating reports to help analyze client data and trends.
6. Manage the distribution of content such as white papers and news articles to potential prospects through mass email campaigns.
7. Schedule and coordinate internal team meetings, including setting up agendas, sending out invitations, booking meeting rooms, and recording meeting minutes.
8. Responsible for preparing and submitting expense reports ensuring all expenses are accurately documented and submitted in a timely manner.
9. During travel days, help manage communication with clients, colleagues, and other stakeholders to ensure continuity in executives absence.
10. Manage miscellaneous clerical tasks as required.

Qualifications

Position qualifications

1. The ideal candidate will possess a bachelor's degree or equivalent education and/or experience preferred.
2. Minimum 5 years of experience in an administrative and/or sales support role.
3. Insurance industry experience is preferred but not required.
4. Strong prioritization skills to effectively manage tasks and ensure that the most important matters are brought to attention promptly.
5. 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.
6. Proactive and self-motivated individual who takes initiative in identifying opportunities for improvement and implementing solutions with little to no supervision.
7. Proficiency in Microsoft Office Suite and is comfortable navigating technology.
8. Excellent organizational and time management skills.
9. High aptitude for accuracy in mathematical calculations.
10. Ability to travel by automobile and aircraft and be away from home more than one day and night.
11. Legally able to work in the United States.

This position may be eligible for annual discretionary bonus consideration.

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.