Practice Operations Coordinator at Lockton

Job description

body> Practice Operations Coordinator Plano, Texas , United States of America Client Services 2601E5 Apply now Share Practice Operations Coordinator Plano, Texas , United States of America Client Services 2601E5 Apply now Share Working at Lockton At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here. Business unit Center Services Schedule Full-time Lockton Benefits Offerings Click Here Workplace In Office Your Responsibilities Support the delivery of administrative functions while serving as the primary coordinator of operational workflows. This role owns intake management, data integrity, workflow administration, platform support, vendor coordination, and day-to-day operational execution across multiple specialty practices. The position serves as the primary business owner for key operational platforms and vendor-supported workflows, ensuring efficient processing, service delivery, visibility, accountability, and quality of work. The role is responsible for operational governance, workflow performance monitoring, reporting, vendor coordination, and continuous improvement initiatives that support efficient and scalable service delivery across the practice Your Responsibilities • Serves as the day-to-day business owner for numerous key operational platforms and vendor-supported workflows. • Monitors and manages Specialty Practice intake mailboxes as assigned, ensuring timely review, triage, routing, and response to incoming requests. • Serves as a central point of coordination for intake workflow management, ensuring requests are assigned, tracked, and resolved in accordance with established service standards. • Identifies opportunities to improve operational efficiency, workflow effectiveness, and data quality. • Responds to team inquiries, maintains documentation of communications, existing issues, and issue resolutions. • Ensures accurate and timely data capture across operational platforms, maintaining data integrity and supporting reporting needs. • Inputs Client information into data management system, ensuring accuracy and completeness • Maintains day-to-day tracking platform administration and hygiene, including updating records, monitoring workflow status, and ensuring data quality. • Provides day-to-day administration and user support for RFP software, including system updates, troubleshooting, and process adherence. • Coordinates activities with outside partners to support operational workflows, manage open items, facilitate timely completion of deliverables, escalate issues when needed, and maintain accountability for service delivery expectations. • Maintains regular operating rhythms with vendor partners and internal stakeholders, including recurring meetings, action-item tracking, workflow reviews, escalation paths, and documentation of decisions. • Acts as a central communication point between internal teams and external partners, ensuring priorities, expectations, timelines, requirements, and deliverables are clearly communicated and understood. • Tracks project status, monitors open items, dependencies, and deliverables, and provides regular updates to stakeholders to ensure work progresses efficiently, risks are identified early, and deadlines are met. • Reviews workflow outputs, data updates, and vendor-supported deliverables for accuracy, completeness, consistency, and adherence to established processes and service expectations. • Executes and maintains standard operating procedures (SOPs), workflows, process documentation, training materials, operational checklists, and user guidance to ensure consistency, quality, and compliance with established processes. • Supports the development and tracking of operational metrics, turnaround times, workflow performance indicators, and process improvement opportunities. • Maintains visibility into operational performance and proactively escalates risks, bottlenecks, capacity constraints, and service issues • Produces or support in management of operational reports, dashboards, and workflow summaries to provide leadership visibility into workload, turnaround times, vendor performance, and service delivery metrics. • Identifies opportunities to leverage technology, automation, and process enhancements to reduce manual effort and improve operational efficiency • Performs other responsibilities and duties as needed Qualifications Qualifications • Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent • Experience in vendor management, project coordination, workflow administration, operations, business process management, or a similar role preferred. • Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint) • Experience working with workflow management, data tracking, project coordination, and operational platforms. • Strong attention to detail with demonstrated ability to maintain data accuracy and integrity across multiple systems. • Ability to work independently while collaborating effectively across teams and external partners. • Strong verbal, written, and interpersonal communication skills with the ability to effectively coordinate across internal stakeholders and external partners. • Demonstrated ability to document processes, maintain trackers, manage action items, and coordinate work through completion. • Experience supporting cross-functional, multi-team, or multi-practice operational processes preferred. • Demonstrated ability to influence outcomes across teams without direct authority • Proven ability to manage multiple priorities, coordinate requests from various stakeholders, and meet deadlines in a fast-paced environment. • Understands industry trends and governmental regulations • Ability to complete continuing education requirements as needed • Ability to attend company, department, and team meetings as required, including industry training sessions • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information • Ability to efficiently organize work and manage time to meet deadlines • Ability to travel by automobile and aircraft • Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine. • Ability to work on a computer for a prolonged amount of time • Ability to work outside of normal business hours as needed • Legally able to work in the United States Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family. #LI-DG2 Equal Opportunity Statement Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity. At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success. About Lockton Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day. At Lockton, we believe in the power of all people. You belong at Lockton. How We Will Support You At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it. We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing. Learn more about your Lockton experience No Agencies Please Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees. 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"Stephanie hit the ground running, meeting with people across Lockton to fully understand our culture and identify areas of opportunity,” said Peter Clune, CEO of Lockton. “I’m proud of the great work that has been accomplished and look forward to Stephanie’s continued impact.” In her new role, Stephanie will be taking the helm from Brian Roberts who has been leading the development and execution of Lockton’s DEI strategy as Chief Diversity Officer while also leading the Midwest Series as COO. I want to thank Brian for his leadership over the last few years and his work setting us up for continued progress. “I am excited to serve as Lockton’s new Chief Diversity Officer," said Robinson. "I will continue in my efforts to advance DEI and make Lockton a place where all people feel welcome, valued and excited to build a career here.“ April 20, 2023 Empowered people tod... Environmental responsibility, social impact and corporate governance (ESG) considerations play an important role in how we approach our business and our culture at Lockton, and what makes Lockton stand apart is also what makes us better: independence. The components of ESG are not new to us — in fact, many elements of an ESG strategy are reflected in the philosophies we abide by every day. A group representing Lockton’s senior and regional leadership, product line leaders, and experts across the globe came together to formally explore all areas of our business and the steps we have taken to ensure we operate responsibly and ethically while staying true to our independent culture and empowered business model. Our commitment to our clients, our people and our communities gives us the unique opportunity to define who we are and what we are engaged in. And it empowers our people to take ownership across these three categories to drive a sustainable business. We are pleased to share our ESG report. This report profiles our core principles around ESG and highlights examples of how our people and teams are working around the world to advance our collective impact. Learn more about our approach to ESG. April 20, 2023 Lockton announces m... Lockton, the world’s largest independent brokerage firm, has begun a three-year partnership with Tate, a group of four galleries: Tate Modern, Tate Britain, Tate Liverpool and Tate St Ives. This new partnership will focus on three upcoming exhibitions at Tate Britain. From October 2023 it will also support an expanded community programme at Tate Britain. The partnership will allow Lockton and Tate to deliver on their shared agenda of promoting artistic risk-taking, community engagement and access to art for all. Our partnership also means that our UK Associates will get access to the Tate exhibitions and will be an integral part of the relationship. Tate first opened its doors to the public in 1897 with one site. Today it has four major sites and holds the national collection of British art from 1500 to the present day and international art from 1900 to the present day, including nearly 70,000 pieces of art. EJ Hentenaar, CEO of Lockton Europe, said: “Lockton is incredibly proud to launch our new multi-year partnership with Tate, encompassing our shared values of independence, diversity and inclusion. I am particularly excited about our support of the community programme next year, allowing us to deliver on our shared ambitions and foster greater cultural awareness.” May 8, 2023 Lockton recognized a... Lockton is proud to announce it has been selected as a US Best Managed Company for the third year in a row. Sponsored by Deloitte Private and The Wall Street Journal, the program recognizes outstanding U.S. private companies and the achievements of their management teams. The 2023 designees are U.S. private companies that have demonstrated excellence in strategic planning and execution, a commitment to their people and fostering a dynamic culture, as well as strong financials. Designees propelled their businesses forward and remained true to their purpose and values by investing in their people, creating advantage through digital transformation and demonstrating their commitment to diversity, equity, and inclusion. Lockton recently surpassed $3 billion in revenue after 57 years in business, with $1 billion of that growth occurring in the past 24 months. While experiencing incredible growth across the business, the company remains true to its caring culture and shared values. This growth is a testament to Lockton's amazing people and their commitment to providing outstanding service and value to clients. Applicants are evaluated and selected by a panel of external judges focused on assessing hallmarks of excellence in four key areas: strategy, ability to execute, corporate culture and governance/financial performance. They join a global ecosystem of honorees from more than 46 countries recognized by the Best Managed Companies program. About the Best Managed Companies Program The Best Managed Companies program is a mark of excellence for private companies. U.S. designees have revenues of at least $250 million. Hundreds of private companies around the world have competed for this designation in their respective countries through a rigorous and independent process that evaluates four key criteria in their management skills and practices — strategy, execution, culture and governance/financials. U.S. program sponsors are Deloitte Private and The Wall Street Journal. For more information, visit www.usbestmanagedcompanies.com.

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Practice Operations Coordinator
Plano, Texas , United States of America
Client Services
Apply now Share
Practice Operations Coordinator
Plano, Texas , United States of America
Client Services
Apply now Share
Working at Lockton
Business unit
Center Services
Lockton Benefits Offerings
Serves as the day-to-day business owner for numerous key operational platforms and vendor-supported workflows.
Monitors and manages Specialty Practice intake mailboxes as assigned, ensuring timely review, triage, routing, and response to incoming requests.
Serves as a central point of coordination for intake workflow management, ensuring requests are assigned, tracked, and resolved in accordance with established service standards.
Identifies opportunities to improve operational efficiency, workflow effectiveness, and data quality.
Responds to team inquiries, maintains documentation of communications, existing issues, and issue resolutions.
Ensures accurate and timely data capture across operational platforms, maintaining data integrity and supporting reporting needs.
Inputs Client information into data management system, ensuring accuracy and completeness
Maintains day-to-day tracking platform administration and hygiene, including updating records, monitoring workflow status, and ensuring data quality.
Provides day-to-day administration and user support for RFP software, including system updates, troubleshooting, and process adherence.
Maintains regular operating rhythms with vendor partners and internal stakeholders, including recurring meetings, action-item tracking, workflow reviews, escalation paths, and documentation of decisions.

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Experience in vendor management, project coordination, workflow administration, operations, business process management, or a similar role preferred.
Experience supporting cross-functional, multi-team, or multi-practice operational processes preferred.

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