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Job Summary: - ESSENTIAL DUTIES
1. Research new prospects, cold calls, and network to generate a sales pipeline for Producer.
2. Manage the prospect pipeline, including on-going outreach to progress opportunities through the sales pipeline.
3. Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.
4. Help create, implement, and manage external branding opportunities to increase Lockton and Producer's exposure to the business community and Prospects through networking, trade associations, business groups, and social media.
5. Manage meeting preparations to ensure the Producer is prepared and the meeting outcome is successful, including analyzing data, leading input from teams on strategy, developing consistent communication, & prepare documents.
6. Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.
7. Maintain and build presentations.
8. Manage identified Client Accounts on behalf of Producers with little guidance or oversight.
9. Maintains excellent Client relationships by attending Client Meetings with or on behalf of Producer.
10. Develops and maintains strong industry relationships, locally and nationally, in support of Producer's areas of expertise.
11. Resolves Client complaints, disputes, and grievances with internal and external partners.
12. Participates in negotiations with carriers for new and renewal quotes as needed by Account Team.
13. Develops, maintains, and audits new and lost business tracking systems, providing read-outs and reporting to leadership.
14. Works in conjunction with the Producer to create the Producer's annual budget, and independently maintains data, provides reporting and analysis, and recommendations to Producer.
15. Works in conjunction with Producer, Account Team and Unit Manager on Client revenue forecasting & resource allocation.
16. Develops relationships with Account Teams to ensure positive Client outcomes and that teams can meet the desired standard of service.
17. Comply with Lockton policies and producers, including appropriate documentation.
18. Protect the confidentiality of information learned by performing duties of the position.
Requirements: - 1. Bachelor's degree in a business-related program preferred or equivalent education and/or experience required.
2. Three plus years of client service experience in a sales environment.
3. Business to Business sales experience - ideally in insurance.
4. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
5. Strong attention to detail required.
6. High aptitude for accuracy in mathematical calculations.
7. Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.
8. Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing.
9. Organizational and time management skills to prioritize workloads to meet time-sensitive deadlines required. Must be results-oriented with the ability to change priorities as needed.
10. Must have strong verbal, written, and interpersonal communication skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
11. Stays current on issues impacting the industry by maintaining expertise in a functional area.
12. Ability to travel by automobile and aircraft.
13. Ability to work outside of regular business hours as needed.
14. Legally able to work in the United States.
Date Posted: 07 April 2025
Job Expired - Click here to search for similar jobs