Unit Leader - Employee Benefits
3/13/2026
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.
Working Hours
40 hours/week
Company Size
10,001+ employees
Language
English
Visa Sponsorship
No
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
Please let Lockton know you found this job on InterviewPal. This helps us grow!
We scan and aggregate real interview questions reported by candidates across thousands of companies. This role already has a tailored question set waiting for you.
Generate a resume, cover letter, or prepare with our AI mock interviewer tailored to this job's requirements.