JOB DETAILS

Unit Leader - Employee Benefits

CompanyLockton
LocationKansas City
Work ModeOn Site
PostedMarch 13, 2026
About The Company
What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our 13,100+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
About the Role

JOB SUMMARY:  Responsible for overall management of unit book of business and Associates.

ESSENTIAL DUTIES:
•    Overall responsibility for unit performance including growth and persistency. 
• In addition to leadership responsibilities, continue to serve as Account Executive/Consultant on a Book-of-Business.
•    Allocate resources/assign cases and prospect projects within the unit.
•    Determine staffing needs for unit and represent unit’s needs/issues to Practice Leader.
•    Actively participate in the interviewing and recruiting process for new hires.
•    Primary role in continued training, development and primary resource for team members.
•    Manage Associates and complete performance evaluations for unit (including salary and bonus review).

OTHER RESPONSIBILITIES:
•    Assist Producer in sales opportunities to prospective clients. 
•    Determine when Producer involvement is necessary in problem resolution.
•    Assist Producer in establishing and meeting target revenue goals for existing and new business.
•    Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements.
•    Attendance of internal meetings/educational programs.
•    Participate in Leadership Team.



EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
•    Bachelor’s degree in business or related field or commensurate industry experience required
•    10+ years of brokerage/consulting experience required, along with experience leading teams
•    Excellent organization, communication and negotiation skills.
•    Excellent computer skills, including word processing and spreadsheet expertise.
•    A complete working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance. 
•    Complete working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO).
•    Must be knowledgeable on compliance requirements and federal legislation.
•    Willingness to travel as needed 

Key Skills
LeadershipAccount ExecutiveConsultingResource AllocationStaffingRecruitingTrainingDevelopmentPerformance EvaluationsSales SupportBudgetingBusiness PlanningOrganizationCommunicationNegotiationComputer Skills
Categories
Management & LeadershipHuman ResourcesConsultingSalesAdministrative
Job Information
📋Core Responsibilities
The Unit Leader is responsible for the overall management of the unit's book of business and associates, including ensuring unit performance related to growth and persistency. This role also requires continuing to serve as an Account Executive/Consultant on a Book-of-Business while allocating resources and managing team development.
📋Job Type
full time
📊Experience Level
10+
💼Company Size
14359
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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