IAS Series Lead

Role Expectations

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.