Practice Operations Coordinator

Lockton Companies; Plano (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Lockton Companies in Plano, Texas is seeking a capable operations professional to support administrative functions and coordinate workflows across multiple practices. You will own intake management, data integrity, platform support, vendor coordination, and day-to-day operational execution, ensuring timely processing, quality, and scalable service delivery.

The role emphasizes cross-team collaboration, documentation, and continuous improvement to enhance efficiency and client outcomes.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Experience in vendor management, project coordination, workflow administration, operations or similar roles.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Experience with workflow management, data tracking, project coordination, and operational platforms.
• Strong attention to detail with data integrity across multiple systems.
• Ability to work independently while collaborating across teams and external partners.

Responsibilities

• Serves as the day-to-day business owner for operational platforms and vendor-supported workflows.
• Monitors intake mailboxes, triage and route requests, ensuring timely responses.
• Coordinates intake workflow, tracks requests, and ensures delivery per service standards.
• Identifies opportunities to improve efficiency, workflow, and data quality.
• Maintains documentation of communications, issues, and resolutions.
• Ensures accurate data capture and supports reporting needs across platforms.
• Inputs client information into data management systems with accuracy.
• Maintains platform administration and data hygiene, updating records and statuses.
• Provides user support for RFP software including updates and troubleshooting.
• Coordinates with external partners to support workflows and deliverables.
• Maintains regular vendor and stakeholder meetings with action-item tracking.
• Acts as central communication point between internal teams and external partners.
• Tracks project status, dependencies, and deliverables with regular updates.
• Reviews workflows and vendor deliverables for accuracy and compliance.
• Executes SOPs, workflows, and training materials to ensure consistency.
• Supports operational metrics and process improvement opportunities.
• Escalates risks and bottlenecks to maintain performance.
• Produces or supports management of dashboards and reports for leadership visibility.
• Identifies opportunities to leverage technology and automation.

Skills

Vendor management

Project coordination

Workflow administration

Data quality

Communication

Education

Bachelor’s Degree in Business Administration or related field

Tools

RFP software

Workflow management system

Data management system

Job description

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.

Support the delivery of administrative functions while serving as the primary coordinator of operational workflows. This role owns intake management, data integrity, workflow administration, platform support, vendor coordination, and day-to-day operational execution across multiple specialty practices. The position serves as the primary business owner for key operational platforms and vendor-supported workflows, ensuring efficient processing, service delivery, visibility, accountability, and quality of work. The role is responsible for operational governance, workflow performance monitoring, reporting, vendor coordination, and continuous improvement initiatives that support efficient and scalable service delivery across the practice

Your Responsibilities

Serves as the day-to-day business owner for numerous key operational platforms and vendor-supported workflows.

Monitors and manages Specialty Practice intake mailboxes as assigned, ensuring timely review, triage, routing, and response to incoming requests.

Serves as a central point of coordination for intake workflow management, ensuring requests are assigned, tracked, and resolved in accordance with established service standards.

Identifies opportunities to improve operational efficiency, workflow effectiveness, and data quality.

Responds to team inquiries, maintains documentation of communications, existing issues, and issue resolutions.

Ensures accurate and timely data capture across operational platforms, maintaining data integrity and supporting reporting needs.

Inputs Client information into data management system, ensuring accuracy and completeness

Maintains day-to-day tracking platform administration and hygiene, including updating records, monitoring workflow status, and ensuring data quality.

Provides day-to-day administration and user support for RFP software, including system updates, troubleshooting, and process adherence.

Coordinates activities with outside partners to support operational workflows, manage open items, facilitate timely completion of deliverables, elevate issues when needed, and maintain accountability for service delivery expectations.

Maintains regular operating rhythms with vendor partners and internal stakeholders, including recurring meetings, action-item tracking, workflow reviews, escalation paths, and documentation of decisions.

Acts as a central communication point between internal teams and external partners, ensuring priorities, expectations, timelines, requirements, and deliverables are clearly communicated and understood.

Tracks project status, monitors open items, dependencies, and deliverables, and provides regular updates to stakeholders to ensure work progresses efficiently, risks are identified early, and deadlines are met.

Reviews workflow outputs, data updates, and vendor-supported deliverables for accuracy, completeness, consistency, and adherence to established processes and service expectations.

Executes and maintains standard operating procedures (SOPs), workflows, process documentation, training materials, operational checklists, and user guidance to ensure consistency, quality, and compliance with established processes.

Supports the development and tracking of operational metrics, turnaround times, workflow performance indicators, and process improvement opportunities.

Maintains visibility into operational performance and proactively escalates risks, bottlenecks, capacity constraints, and service issues

Produces or support in management of operational reports, dashboards, and workflow summaries to provide leadership visibility into workload, turnaround times, vendor performance, and service delivery metrics.

Identifies opportunities to leverage technology, automation, and process enhancements to reduce manual effort and improve operational efficiency

Performs other responsibilities and duties as needed

Qualifications

Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

Experience in vendor management, project coordination, workflow administration, operations, business process management, or a similar role preferred.

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Experience working with workflow management, data tracking, project coordination, and operational platforms.

Strong attention to detail with demonstrated ability to maintain data accuracy and integrity across multiple systems.

Ability to work independently while collaborating effectively across teams and external partners.

Strong verbal, written, and interpersonal communication skills with the ability to effectively coordinate across internal stakeholders and external partners.

Demonstrated ability to document processes, maintain trackers, manage action items, and coordinate work through completion.

Experience supporting cross-functional, multi-team, or multi-practice operational processes preferred.

Demonstrated ability to influence outcomes across teams without direct authority

Proven ability to manage multiple priorities, coordinate requests from various stakeholders, and meet deadlines in a fast-paced environment.

Understands industry trends and governmental regulations

Ability to complete continuing education requirements as needed

Ability to attend company, department, and team meetings as required, including industry training sessions

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Ability to efficiently organize work and manage time to meet deadlines

Ability to travel by automobile and aircraft

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.

Ability to work on a computer for a prolonged amount of time

Ability to work outside of normal business hours as needed

Legally able 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.

#LI-DG2

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 learnsfrom, 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.

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.