Practice Operations Lead: Workflow & Vendor Optimizer

Lockton; Plano (TX); On-site; USD 60,000 - 85,000; Full time

Job summary

Lockton Companies LLC is seeking an experienced operational coordinator to support administrative functions and own key workflows across multiple specialty practices. You will manage intake, data integrity, platform support, and vendor coordination, ensuring service quality and timely delivery.

The role emphasizes governance, reporting, continuous improvement, and collaboration with internal teams and external partners to scale service delivery.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Experience with vendor management, project coordination, workflow administration, operations, or similar roles.
• Strong knowledge of MS Office (Word, Outlook, Excel, PowerPoint).
• Experience with workflow management, data tracking, project coordination, and operational platforms.
• Attention to detail with data accuracy and integrity across multiple systems.
• Ability to work independently and collaborate across teams and partners.
• Strong verbal, written, and interpersonal communication skills.

Responsibilities

• Own intake management, data integrity, workflow administration, and platform support.
• Coordinate vendor-supported workflows and day-to-day operational execution.
• Monitor intake mailboxes and route/triage requests per service standards.
• Identify opportunities to improve operational efficiency and data quality.
• Maintain documentation of communications, issues, and resolutions.
• Ensure accurate data capture across platforms and support reporting needs.
• Input client information into data systems with accuracy.
• Maintain platform hygiene and update records and statuses.
• Provide system support for RFP software and process adherence.
• Coordinate with outside partners to support workflows and deliverables.
• Maintain regular governance with vendors and internal stakeholders.

Skills

Vendor management

Project coordination

Workflow administration

Operations

Business process management

Communication skills

Education

Bachelor’s Degree in Business Administration

Tools

Microsoft Office Suite

Workflow management platforms

Data tracking systems

Job description

Lockton Companies LLC is seeking an experienced operational coordinator to support administrative functions and own key workflows across multiple specialty practices. You will manage intake, data integrity, platform support, and vendor coordination, ensuring service quality and timely delivery.

The role emphasizes governance, reporting, continuous improvement, and collaboration with internal teams and external partners to scale service delivery.