Lockton

Role Description Develop and grow your own portfolio of commercial insurance clients within your local market. - Leverage existing relationships and networks to generate new business opportunities. - Build long-term, trusted relationships with clients, becoming their go-to advisor. - Identify opportunities for growth within your portfolio and actively develop these. - Work collaboratively with internal specialists across account management, broking, claims, and risk to deliver an exceptional client experience. - Create and deliver a clear growth plan aligned to your personal and financial targets. - Utilise available technology and tools (including AI-driven lead support) to enhance prospecting and client engagement. - Contribute to a collaborative team culture through regular team meetings and knowledge sharing. Qualifications - Proven experience within the insurance industry, ideally in a client-facing or business development role. - Demonstrated ability to win, retain, and grow a portfolio of clients. - An existing network or “book” of clients who value your expertise and relationship. - Self-motivated and able to operate independently within a defined geographical area. - Commercially minded, with a strong understanding of client needs and market opportunities. - Driven, proactive, and eager to build and expand a successful book of business. - Strong interpersonal and communication skills, with the ability to influence and build trust. Benefits - Support from a highly experienced team across Account Management, Broking, Claims, and Risk. - A collaborative, people-first culture as part of one of the largest independent family-owned brokers. - Market leading infrastructure to support you in managing clients, leads and appointments efficiently. - Access to AI-driven tools to support lead generation and appointment setting. - Ongoing training, development, and structured growth planning support. - Opportunities to build connections across wider offices to maximise referrals and leads. - A transparent and rewarding package aligned to your success. Company Description We’re looking for a driven and entrepreneurial Account Executive to join our growing team. This role is centred around building and developing your own portfolio of commercial clients, with the full support of a well-established, independent broker behind you. You’ll bring relationships, energy, and market insight, and we’ll provide the platform, tools, and expertise to help you grow a successful and sustainable book of business. Our ambition is to support you in building a £500k income portfolio (typically 50–70 clients), with a reward structure that directly reflects your success through competitive salary progression, retention bonuses, and growth incentives. This is a flexible, field-based opportunity; we’re less focused on location and more focused on your ability to generate and develop business within your market.

The Head of Casualty Claims is a senior national leadership role responsible for building and leading the U.S. Casualty Claims function. This role elevates claims from a reactive service to a proactive, coordinated strategic capability across the firm. A critical component of this role is integrating claims and risk control into a unified casualty performance strategy. The role drives alignment across Series claims teams and risk control functions, ensuring consistent execution, improved claim outcomes, reduced E&O exposure, and enhanced client value CORE RESPONSIBILITY Lead the integration of claims and risk control/loss control into a unified casualty strategy, ensuring claim trends directly inform risk mitigation efforts and proactively reduce frequency and severity across the portfolio. KEY RESPONSIBILITIES • Drive a closed-loop feedback system between claims, risk control, and placement. • Align Series claims and risk control teams under a consistent casualty framework. • Partner with risk control to prioritize interventions based on severity drivers. • Embed claims insights into client risk control strategies. • Deliver a combined claims + risk control value proposition to clients. • Identify systemic loss drivers and deploy coordinated risk control initiatives. • Translate claims trends into targeted, measurable risk control actions. • Serve as senior escalation point for complex, high-severity casualty and product recall claims. • Maintain senior-level relationships with carrier claims leadership. • Support E&O mitigation through disciplined claims governance and documentation standards. • Develop and deliver national claims training and thought leadership. • 15+ years of casualty claims experience in a carrier, brokerage, legal, or hybrid environment. • Deep expertise in GL, Auto, and complex casualty claims; product recall experience preferred. • Strong understanding of litigation management, legal strategy, and claims defense processes; prior experience working within or closely alongside legal teams strongly preferred. • Experience engaging with defense counsel, managing litigation budgets, and influencing case strategy and outcomes. • Demonstrated ability to lead claims advocacy at a national or enterprise level. • Experience working across matrixed organizations with multiple business units. • Strong communication, negotiation, and stakeholder management skills. • Experience integrating claims insights with risk control, analytics, and placement strategies. SUCCESS METRICS • Reduction in loss frequency and severity through coordinated claims and risk control initiatives. • Increased client adoption of integrated casualty strategies (claims + risk control). • Improved outcomes on key loss drivers (auto, GL severity, litigation trends). • Stronger alignment between claims strategy, risk control, and placement decisions. • Increased producer and client confidence in claims advocacy. Open to remote locations. #LI-JM

Support the management and growth of a dedicated construction project book, ensuring exceptional customer service while developing relationships with clients and insurance carriers, and collaborating with internal teams for accurate program details.

At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here. BCInsourcing, a Lockton Company, is one of the nation’s leading benefit communication firms. Headquartered in Kansas City, we deliver customized benefit communication and administrative services to employees across the United States, partnering closely with our clients’ HR departments to support both organizations and their employees. Location: This role supports Norton Healthcare and is primarily remote. Occasional onsite attendance may be required for training and meetings. Candidates must reside in the Louisville, KY area. ESSENTIAL FUNCTIONS 1. Represents BCInsourcing as an ambassador to Norton Healthcare by cultivating effective business relationships and maintaining rapport with all case partners and the client’s employees 2. Serves as a liaison between the client’s Human Resources department, employees, BCInsourcing, and benefit carriers 3. Develop a detailed understanding and in-depth working knowledge of all employer-sponsored benefit plans and make client recommendations 4. Provides a variety of benefit services; based on client needs, duties may include (but are not limited to) the administration and support of: qualifying life events, status changes, dependent verification, billing, leaves of absence, benefit enrollments, and applications and varied assistance programs 5. When applicable, supports and responds to benefits communication inbox and/or contact center while meeting quality assurance standards set by the client and BCInsourcing 6. Investigate and self-resolve benefit-related concerns, including enrollment, deduction, billing, and claim issues 7. Responds to employee and carrier inquiries in a timely and accurate manner 8. Accurately tracks employee services and client support in appropriate systems 9. Performs all other duties as requested by BCInsourcing REQUIRED EDUCATION AND EXPERIENCE - High School Diploma/GED equivalent and/or related work experience equivalency - Proven experience operating in Microsoft Excel. - Must have previous experience in HR/Benefits to be considered. - Proven professional user experience operating in a HRIS payroll/benefit system, or Client Relationship Management (CRM) system - Professional experience demonstrating client service skills while multi-tasking and working with strict deadlines - Demonstrate self-driven outcomes with little supervision - Proven professional experience following a step-by-step process while using deductive reasoning to produce positive outcomes PREFERRED EDUCATION AND EXPERIENCE - Working knowledge of benefit insurance products, including core and/or voluntary benefit insurance - Working knowledge administering leave of absence, retirement, health and wellness and/or financial wellness Total Rewards Summary We offer a comprehensive total rewards package designed to support the health, financial well-being, and professional growth of our employees. • Paid training and ongoing professional development • Company-provided equipment • Comprehensive medical, dental, and vision coverage, including a wellness program • Additional voluntary benefit options • 100%25 employer-paid benefits • 401(k) retirement plan with company match • Pet insurance • Immediate vacation accrual • Paid holidays, effective upon hire, including: – 11 company-observed holidays – 2 floating holidays – 2 personal days – 2 volunteer days • Employee referral bonus program Compensation The starting hourly pay range for this position is $21.63 – $24.03 per hour. The listed hourly range represents the anticipated minimum and maximum compensation for this position. Actual pay will be determined based on a variety of job-related factors, including but not limited to the selected candidate’s skills, experience, qualifications, licensure, and internal equity. In most cases, new hires are not brought in at the top of the range, as compensation decisions are evaluated based on the specific circumstances of each hire.

At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here. BCInsourcing, a Lockton Company, is one of the nation’s leading benefit communication firms. Headquartered in Kansas City, we deliver customized benefit communication and administrative services to employees across the United States, partnering closely with our clients’ HR departments to support both organizations and their employees. Location: This role supports Norton Healthcare and is primarily remote. Occasional onsite attendance may be required for training and meetings. Candidates must reside in the Louisville, KY area. - ESSENTIAL FUNCTIONS Employee Service and Support: Develops a detailed understanding and in-depth working knowledge of all employer-sponsored benefit plans and leave of absence programs; responds to employee and carrier inquiries in a timely manner; investigates and resolves leave-related concerns; supports leave of absence email inbox and/or contact center, as assigned; acts as a liaison between the client’s HR department, employees, BCInsourcing, and benefit carriers - Administrative Service and Support: Completes various administrative leave-related duties, as assigned by client and BCInsourcing; based on client needs, duties may include (but are not limited to) processing of leave of absence and return-to-work requests; auditing of leave data; billing administration; leave and disability claim support - Attendance: Regular attendance is required. Hours may fluctuate during open enrollment periods and special projects in order to meet the needs of the client, including extended work hours, evenings, and weekends - Performs all other tasks as assigned REQUIRED EDUCATION AND EXPERIENCE - High School Diploma/GED equivalent - Intermediate proficiency in Microsoft Excel - Demonstrate polished, articulate verbal and interpersonal communication skills - Professional experience demonstrating superior customer service skills while multi-tasking and working under pressure of deadlines - Professional experience demonstrating self-motivation and result-driven outcomes with little to no supervision - Proven experience following a step-by-step process while using deductive reasoning to produce positive outcomes - Strong knowledge of leave of absence benefits and regulations PREFERRED EDUCATION AND EXPERIENCE - Strong knowledge of benefit insurance products, including core and/or voluntary benefit insurance products - Associate’s or Bachelor’s Degree or equivalent combination of education, training, or experience Total Rewards Summary We offer a comprehensive total rewards package designed to support the health, financial well-being, and professional growth of our employees. • Paid training and ongoing professional development • Company-provided equipment • Comprehensive medical, dental, and vision coverage, including a wellness program • Additional voluntary benefit options • 100%25 employer-paid benefits • 401(k) retirement plan with company match • Pet insurance • Immediate vacation accrual • Paid holidays, effective upon hire, including: – 11 company-observed holidays – 2 floating holidays – 2 personal days – 2 volunteer days • Employee referral bonus program Compensation The starting hourly pay range for this position is $24.03 – $26.44 The listed hourly range represents the anticipated minimum and maximum compensation for this position. Actual pay will be determined based on a variety of job-related factors, including but not limited to the selected candidate’s skills, experience, qualifications, licensure, and internal equity. In most cases, new hires are not brought in at the top of the range, as compensation decisions are evaluated based on the specific circumstances of each hire.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This role involves driving sales and providing a professional, positive experience for our advisors and clients. - Collaborate with the team to offer strategic planning expertise and consultative advice, including producing analyses and recommending changes. - Engage in insurance case design (if applicable) and act as a consultation liaison. - Troubleshoot and resolve issues encountered during the Sales and Underwriting (UW) process. - Assist with the coordination and execution of marketing campaigns. - Manage and document opportunities in the CRM system. - Serve as a liaison between Case Designers, Case Managers, Contracting & Licensing, and the Client Experience Team. - Maintain regular communication with advisors. - Provide Life/Annuity In-force Policy Management support to sales teams. - Facilitate point-of-sale meetings with advisors and clients as instructed. - Train advisors on how to use websites and tools, ensuring a smooth onboarding process. - Support insurance application processes, guiding advisors to ensure a positive client experience. - Handle quote/illustration requests efficiently. - Alert advisors about maturing annuities and offer solutions. - Conduct weekly reporting on pending, paid and opportunities using Power BI. Qualifications - Bachelor’s degree in business or equivalent education and/or experience preferred but not required. - Must be bilingual in English and Spanish. - Life and health license preferred or ability to obtain one. - More than 2 years of professional financial services experience. - Expertise in life, annuity, LTC, and disability client solutions including (variable, indexed, advisory, and fixed, hybrid) preferred but not required. - Organizational and time management skills to prioritize workloads to meet time sensitive deadlines. - Exceptional consultative, time management, and communication skills. - Ability to work in a fast-paced, deadline driven department with shifting priorities. - Ability to make decisions independently and act autonomously. - Proficient in Microsoft Office software. - Strong interpersonal and customer service skills. - Ability to communicate effectively, both verbally and written. Company Description