Be ready to go over:

• Stakeholder Management – Adapting your communication style when working with administrative staff versus executive leadership.
• Navigating Ambiguity – Managing your workload during periods of organizational restructure or leadership transitions.
• Team-First Mindset – Demonstrating a willingness to step in and help colleagues during high-volume periods.

Example scenarios:

• Answering questions from a panel of potential peers about how you handle conflicts over workload distribution.
• Describing a time when you had to support a team leader whose management style was completely different from what you were used to.

As an Operations Manager or Assistant Account Manager at Lockton Companies, your day-to-day work is highly dynamic and directly tied to client satisfaction. You will spend your day managing the operational pipeline for a designated book of business.

Your primary responsibility is to ensure that all client accounts are serviced with the highest level of accuracy and efficiency. This involves coordinating policy renewals, processing changes, and auditing insurance documents to ensure they match negotiated terms. You will act as the operational backbone of your unit, allowing client-facing advisors to focus on strategic risk consulting.

Collaboration is central to this role. You will work side-by-side with Account Executives, Vice Presidents, and technical specialists to prepare client presentations, resolve billing discrepancies, and answer administrative inquiries. You will also maintain clean data within Lockton Companies' internal systems, ensuring that account information is always up-to-date and compliant with industry regulations.

To be competitive for this position, you must demonstrate a strong foundation in professional operations, client service, and analytical thinking.

• Must-have skills – Advanced proficiency in Microsoft Excel (including VLOOKUPs, Pivot Tables, and data formatting); strong organizational skills with a proven track record of managing high-volume administrative tasks; exceptional written and verbal communication skills.
• Nice-to-have skills – An active Property & Casualty (P&C) insurance license; familiarity with agency management software (such as Epic or Sagitta); prior experience working in a commercial insurance brokerage environment.
• Experience level – Typically requires 2–5 years of experience in an operational, administrative, or account coordination role, preferably within professional services, financial services, or insurance.
• Soft skills – A high degree of emotional intelligence; the ability to remain calm under pressure; adaptability to changing management structures; and a strong collaborative mindset.

Q: How difficult are the interviews at Lockton Companies? **A: ** Candidates generally describe the interview process as average in difficulty, but highly thorough. While the conversational tone of the interviews is welcoming, the inclusion of mandatory Excel and cognitive testing adds a layer of rigor that requires focused preparation.

Q: What is the testing phase like? **A: ** You will likely take two assessments: a practical Excel test to evaluate your data-handling skills and a cognitive/intelligence test. The cognitive test measures logical reasoning, pattern recognition, and problem-solving speed. Candidates who score well often find that it significantly accelerates their progress through the hiring loop.

Q: How long does the hiring process take from start to finish? **A: ** The timeline can range from two weeks to a month. Lockton Companies is known for moving quickly once they identify a strong candidate, but local management changes or scheduling panel interviews with busy Vice Presidents can occasionally cause minor delays.

Q: What is the office culture like for operations teams? **A: ** The culture is highly entrepreneurial, collaborative, and client-focused. Because Lockton Companies is privately held, there is less bureaucratic red tape, and employees are encouraged to take ownership of their workflows. Teams are tight-knit, and there is a strong emphasis on mutual support.

To truly stand out during your Lockton Companies interview loop, keep these insider tips in mind.

Brush up on your spreadsheet mechanics: Do not underestimate the Excel proficiency test. Practice building pivot tables, writing lookup formulas, and formatting messy data under a time limit.

Embrace the panel format: You will likely face back-to-back group interviews with multiple associates. Treat these as collaborative conversations rather than interrogations. Show that you are energized by group collaboration and can build rapport quickly with different personalities.

Demonstrate your adaptability: Lockton Companies is a dynamic organization that evolves to meet client needs. Share stories that prove you can stay focused, productive, and positive even when management structures or project scopes shift unexpectedly.

Show enthusiasm for the independent model: Make sure you can articulate why you want to work for a privately held broker. Understanding that Lockton Companies prioritizes client relationships over quarterly shareholder earnings will show that you are aligned with their core business philosophy.

The Operations Manager position at Lockton Companies is an exceptional opportunity to build a meaningful career with a globally recognized, privately held industry leader. By ensuring operational excellence and supporting client service teams, you will play a direct role in sustaining the firm's reputation for world-class client care.

To maximize your chances of success, focus your preparation on mastering your core operational stories, practicing your Excel and cognitive test-taking skills, and preparing for the collaborative dynamics of panel interviews. Demonstrating both your technical capability and your cultural alignment will make you a highly compelling candidate.

The compensation data above reflects the competitive market value for operations professionals in this sector. When discussing salary expectations, remember that Lockton Companies values long-term career growth and offers a comprehensive benefits package that reflects its commitment to employee well-being. Use this data as a benchmark to navigate your compensation conversations confidently. Good luck with your preparation—you have all the tools you need to succeed!