Director of Operations, Technology Practice (Small & Middle Market)

Lockton (lockton.taleo.net) ยท San Francisco, Canada ยท First seen 2026-11-10

Apply on company site View on the company's website

Posted on the company's own website.

Can I apply?

  • 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.

Seen on