Director of Operations, Technology Practice (Small & Middle Market)
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Posted on the company's own website.
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- Full-time
- Work permit not stated
Senior operations leadership role for Lockton's Technology Practice Small and Middle Market segment.
Requires a relevant bachelor's degree (or equivalent experience), 10+ years in insurance brokerage, risk management, benefits or professional services, and 5+ years leading operations or client service.
Location is contradictory: the location field says "San Francisco, Canada" and the posting does not state a work location, so it is left blank. Confirm before applying.
Travel is required as business needs dictate. No salary or work-mode policy is stated.
From the posting
- locations
ATS location: San Francisco, Canada
- employment types
full_time
- seniority
Director of Operations, Technology Practice (Small & Middle Market)
- job function
Lead operational strategy and execution for Lockton's Technology Practice Small and Middle Market client segment
- skills
Strong knowledge of commercial insurance brokerage operations, service delivery models, and agency management practices.
- actionable
10+ years of experience within the insurance brokerage, risk management, employee benefits, or professional services industry.
Job description
Job Summary Key Responsibilities -Lead operational strategy and execution for Lockton's Technology Practice Small and Middle Market client segment, ensuring scalable growth and service excellence. -Partner with Practice Leadership, Producers, Client Executives, and Service Teams to optimize client delivery models and operational effectiveness. -Develop and implement processes, workflows, and best practices that drive efficiency, consistency, and profitable growth. -Establish and monitor key performance indicators (KPIs), operational metrics, and service standards to support business objectives. -Lead, mentor, and develop high-performing operations and client service teams, fostering a culture of accountability and continuous improvement. -Drive technology adoption, workflow automation, and process improvement initiatives to enhance operational performance. -Collaborate with leadership on workforce planning, resource allocation, budgeting, and capacity management. -Support client retention efforts by ensuring exceptional service delivery and helping resolve complex operational or service issues. -Ensure compliance with company policies, carrier requirements, and applicable industry regulations. -Identify operational risks and opportunities and make recommendations that support strategic business goals.
Requirements Qualifications -Bachelor's degree in Business Administration, Insurance, Risk Management, Finance, or a related field; equivalent experience will be considered. -10+ years of experience within the insurance brokerage, risk management, employee benefits, or professional services industry. -5+ years of leadership experience overseeing operations, client service, or related business functions. -Strong knowledge of commercial insurance brokerage operations, service delivery models, and agency management practices. -Experience supporting technology industry clients and understanding the unique risks and insurance needs of growth-focused organizations preferred. -Demonstrated success leading process improvement, operational transformation, and organizational growth initiatives. -Proven ability to build, develop, and lead high-performing teams across multiple functions. -Strong analytical, financial, and strategic planning skills with the ability to use data to drive business decisions. -Excellent communication, relationship management, and stakeholder influence skills. -Proficiency with Microsoft Office Suite and brokerage management systems, with the ability to travel as business needs require.
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