SVP, Insurance Strategy and Operations

Lockton•Atlanta, GA

About The Position

The SVP, Strategy & Operations serves as a strategic thought partner and execution lead to the COO of Lockton’s Southeast Region. This role blends management consulting–style problem solving, financial and business analysis, and special project leadership to help scale and leverage the COO function across the region. Operating as a senior Chief of Staff–type role, this position works directly with the COO and senior leaders across Risk Solutions (Property & Casualty), People Solutions (Employee Benefits), and Professional and Executive Lines (ProExec) on the region’s highest‑priority strategic, financial, and operational initiatives. The role is ideal for a high‑performer seeking deep exposure to senior leadership decision‑making and end‑to-end execution with considerable autonomy, authority, and flexibility.

Requirements

Bachelor’s degree, MBA a plus
15+ years of post‑undergraduate experience in a roles of progressive responsibility
Background in the following:
Insurance brokerage or insurance carriers
Strategy, P&L leadership, or operations roles
Consulting or advisory roles supporting senior executives in insurance or insurance brokerage
Demonstrated ability to structure and solve complex business problems and translate analysis into executive‑ready recommendations
Proficiency in analytics tools (e.g., Microsoft BI), AI tools, and Microsoft Excel and PowerPoint

Nice To Haves

Experience working directly with C‑suite or senior executives (e.g., Chief of Staff, Strategy, Transformation roles)
Exposure to operational improvement or transformation initiatives

Responsibilities

Act as a trusted extension of the COO, helping frame priorities, structure decisions, and translate strategy into executable plans
Support regional strategic planning, growth initiatives, and operating model evolution. Key near-term initiatives include developing a 5-year workforce plan, supporting practice leaders in ‘platforming’ their businesses (i.e., create scalable organizational structure with expertise and critical mass), and helping drive compliance and process excellence initiatives across the region
Help prepare executive‑level materials (PowerPoint decks, analyses, memos) for leadership meetings and decision forums
Represent the COO in select internal meetings, ensuring alignment, clarity, and follow‑through
Lead or support high‑impact, cross‑functional initiatives spanning growth, productivity, operating effectiveness, talent, and client experience
Own discrete workstreams end‑to-end: scope definition, analysis, stakeholder coordination, execution tracking, and delivery (e.g., launching a new line of business or a vertical)
Partner closely with Practice Leaders in Risk Solutions, People Solutions, and Professional & Executive Lines to diagnose issues, design solutions, and drive implementation
Conduct rigorous quantitative and qualitative analysis to support executive decision‑making
Work with finance partners and leadership to build financial and business models related to revenue growth, margins, producer economics, and capacity planning
Analyze regional performance trends, KPIs, and leading indicators; surface risks and opportunities proactively
Synthesize data from multiple sources into clear insights and recommendations
Help manage the region’s leadership operating cadence, including agenda setting, meeting preparation, and action tracking
Build strong working relationships with senior leaders and earn credibility through judgment, discretion, and quality of work