IAS Series Lead

Lockton Companies; Philadelphia (Philadelphia County); On-site; USD 120,000 - 170,000; Full time

Job summary

Lockton Companies is seeking a senior-level client management professional to lead multi-office initiatives for the Integrated Absence Solutions (IAS) Practice in the Philadelphia area. The Series Lead will direct end-to-end IAS services, manage all active IAS clients in the Lockton Region, and oversee RFP marketing, renewals, and carrier implementation led by the IAS team.

You will act as an IAS SME, mentor others, and partner with Producers and regional teams to drive client satisfaction and

Qualifications

• Bachelor's degree required.
• Minimum of four years of consulting and/or brokerage experience or 10 years of carrier experience in the life, disability, and absence management space.
• Strong client-facing skills, including prospecting, delivering difficult renewals, carrier negotiations, and contract management.
• Current knowledge and command of the market, with the technical expertise to discuss the life, disability, and leave environment and articulate how IAS can help or add value to clients.
• Strong project management and organizational skills.
• Demonstrated accountability and ownership.
• Legal right to work in the United States.

Responsibilities

• Serve as the primary point of contact between Lockton Series teams and IAS.
• Lead the end-to-end delivery of IAS services.
• Management of all active IAS clients in the Lockton Region.
• Oversee client RFP marketing and renewal processes being led by the practice.
• Oversee implementation support for leave outsourcing engagements.
• Develop and maintain strong relationships with Lockton Producers and client service teams to identify opportunities, support growth initiatives, and drive successful client outcomes.

Skills

Client management

Project leadership

RFP management

Stakeholder engagement

Travel planning

Education

Bachelor's degree required

Job description

Philadelphia, Pennsylvania, 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.

We are seeking a senior-level client management professional to lead multi-office initiatives for the Integrated Absence Solutions (IAS) Practice. The Series Lead will be responsible for the end-to-end delivery of IAS services, with a primary focus on IAS Regional Account services for clients. This role will manage the listing of all active IAS clients in the Lockton Region and oversee RFP marketing, renewals, and carrier implementation processes being led by the broader IAS team in the Series. The Series Lead will also serve as a go-to resource and subject matter expert for Producers and regional client teams.

• Become a subject matter expert for IAS services and provide value to clients.
• Act as an IAS ambassador to key stakeholders, both internal and external.
• Focus on serving clients and increasing client satisfaction.
• Represent IAS services and the IAS value proposition to Producers, Lockton teams, clients, and prospects.
• Manage services and provide regular project updates to internal teams.
• Travel as needed when located outside assigned regional Lockton offices, including up to one week per month with possible seasonal spikes.

Essential Job Duties and Responsibilities

• Serve as the primary point of contact between Lockton Series teams and IAS.
• Lead the end-to-end delivery of IAS services.
• Management of all active IAS clients in the Lockton Region.
• Oversee client RFP marketing and renewal processes being led by the practice.
• Oversee implementation support for leave outsourcing engagements.
• Develop and maintain strong relationships with Lockton Producers and client service teams to identify opportunities, support growth initiatives, and drive successful client outcomes.
• Partner with Lockton Series teams on strategic account planning to identify and advance time away, absence, and disability strategies and initiatives for clients.
• Serve as a mentor and development resource within the IAS practice, supporting associate growth, knowledge sharing, and talent development across the team.
• Identify, champion, and lead strategic initiatives, projects, process improvements, and technology solutions that enhance IAS capabilities, support practice growth, improve service delivery, and address evolving client and Lockton business needs.
• Prepare monthly governance and stewardship reports for IAS and Series stakeholder leadership meetings, including when needed performance scorecards, work in progress, engaged and non-engaged clients, open service items, risks, and escalations.
• Conduct annual planning meetings with each Client Lead in the Lockton Series to discuss IAS service updates, gather feedback, review current and upcoming client work, and align on client needs.
• Maintain strong knowledge of IAS services, including RFPs, renewals, benchmarking, market trends, compliance, carrier implementation, and remediation for life, disability, and absence programs.
• Peer review IAS service materials and add strategic content, as needed, before client presentations.
• Support Broker of Record RFPs and attend prospect meetings with Producers.
• Communicate difficult messages to clients and successfully manage client escalations.

Education, Experience and Skills Required

• Bachelor's degree required.
• Minimum of four years of consulting and/or brokerage experience or 10 years of carrier experience in the life, disability, and absence management space.
• Strong client-facing skills, including prospecting, delivering difficult renewals, carrier negotiations, and contract management.
• Current knowledge and command of the market, with the technical expertise to discuss the life, disability, and leave environment and articulate how IAS can help or add value to clients.
• Strong project management and organizational skills.
• Demonstrated accountability and ownership.
• Legal right to work in the United States.

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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal 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 ourbreadth 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 13,100+ Associates doing business in over 155 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.