Managing Director- Employee Benefits Analytics and Insights jobs in United States
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Lockton · 2 days ago

Managing Director- Employee Benefits Analytics and Insights

Lockton is seeking a strategic and experienced Managing Director to lead our Analytics & Insights practice. The Managing Director will drive growth, innovate our analytics offerings, ensure flawless delivery, and represent the practice in prospective client discussions.

Auto InsuranceInsuranceRisk Management

Responsibilities

Define and develop the Analytics & Insights vision, roadmap, and operating model; translate strategy into execution plans, and measurable outcomes across client value, growth, quality, and team success
Shape the practice capabilities (advanced analytics, financial modeling, forecasting, benchmarking, reporting, and decision support) and champion innovation, strategic consulting, and data governance
Lead, coach, and develop a high performing team of financial consultants, actuaries, and analysts; set clear objectives, manage performance, mentor rising leaders, and oversee succession planning and career pathways
Serve as a consulting actuary for a select portfolio of complex clients; synthesize insights, advise on plan design, funding, risk/stop loss strategies, and multi year benefits financial strategy. Participate in prospect meetings to support converting opportunities into clients
Oversee methodology and a peer review structure for analytics deliverables (e.g., rate setting, contribution modeling, IBNR, trend analyses, scenario modeling, and performance dashboards) to ensure accuracy, clarity, and decision alignment
Optimize available resources and workload distribution to ensure accurate, on time, high quality delivery at scale; build a collaborative, inclusive culture and promote cross functional teaming
Develop delivery models for analytics offerings; forecast pipeline capacity and manage engagements for client satisfaction
Establish operating processes, best practices, templates, and standards for consistent, high quality client service and deliverables
Partner with series and national leaders to shape actuarial and financial strategies, tool development, and defining Lockton’s perspectives on emerging approaches and innovative solutions

Qualification

Employee benefits analyticsFinancial modelingActuarial conceptsData governanceAdvanced ExcelStatistical toolsBI visualizationPeople leadershipExecutive presenceVerbal communicationWritten communicationPresentation skills

Required

Proven track record driving growth, improving margins, and elevating client satisfaction through analytics led solutions and high performing teams
Bachelor's degree in Actuarial Science, Mathematics, Statistics, Finance, Economics, Data Science, or related field; advanced degree a plus
12+ years in employee benefits analytics/financial consulting, health actuarial consulting, or closely related domains; 7+ years leading multi disciplinary teams and managers
Demonstrated ability to translate strategic goals into operational execution
Demonstrated success advising large, complex employers (5,000+ employees) on plan design, pricing/funding strategies, reserves, underwriting principles, and stop loss
Deep fluency in benefits financial modeling (rate setting, contribution modeling, trend/variance analysis, forecasting), benchmarking, and executive level storytelling with data
Proficiency with advanced Excel; working knowledge of statistical/analytical tools and BI visualization (e.g., Power BI/Tableau)
Exceptional people leadership: coaching, succession planning, performance management, and team capacity planning
Executive presence with strong verbal, written, and presentation skills; comfortable with prospects and C suite audiences
Ability to attend in-person client, company, department, and team meetings as required, including industry training sessions
Ability to work on a computer for a prolonged amount of time
Ability to travel by automobile and aircraft
Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
Ability to work outside of normal business hours as needed
Legally able to work in the United States

Preferred

ASA/FSA credential preferred (or equivalent experience)

Benefits

Medical
Dental
Vision
401k plus match
Life
Salary continuation
Long-term disability
Wellness program
Flexible spending accounts
Legal benefit
Identity theft protection
Accident insurance
Critical illness
Hospital indemnity
Pet insurance
Mental health benefits

Company

Lockton provides risk management and insurance services.

Funding

Current Stage
Late Stage

Leadership Team

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Mohammad Al Abdul Jabbar
Chief Executive Officer
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Scott Bastian
Senior Vice President
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Company data provided by crunchbase