Lockton Companies
Client Advocate
Lockton Companies, Seattle, Washington, us, 98127
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
West Series$65,000-$110,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Research new prospects, cold calls, and network to generate a sales pipeline for Producer.Manage the prospect pipeline, including on-going outreach to progress opportunities through the sales pipeline.Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.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.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.Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.Maintain and build presentations.Manage identified Client Accounts on behalf of Producers with little guidance or oversight.Maintain excellent Client relationships by attending Client Meetings with or on behalf of Producer.Develop and maintain strong industry relationships, locally and nationally, in support of Producer’s areas of expertise.Resolve Client complaints, disputes, and grievances with internal and external partners.Participate in negotiations with carriers for new and renewal quotes as needed by Account Team.Develop, maintain, and audit new and lost business tracking systems, providing read-outs and reporting to leadership.Work in conjunction with the Producer to create the Producer’s annual budget, and independently maintain data, provide reporting and analysis, and recommendations to Producer.Work in conjunction with Producer, Account Team and Unit Manager on Client revenue forecasting & resource allocation.Develop relationships with Account Teams to ensure positive Client outcomes and that teams can meet the desired standard of service.Comply with Lockton policies and procedures, including appropriate documentation.Protect the confidentiality of information learned by performing duties of the position.Qualifications
Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required.Three plus years of client service experience in a sales environment.Business to Business sales experience – ideally in insurance.Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).Strong attention to detail required.High aptitude for accuracy in mathematical calculations.Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing.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.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.Stays current on issues impacting the industry by maintaining expertise in a functional area.Ability to travel by automobile and aircraft.Ability to work outside of regular business hours as needed.Legally able to work in the United States.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 10,000+ Associates doing business in over 100 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.
#J-18808-Ljbffr
you belong here.Business unit
West Series$65,000-$110,000Schedule
Full-timeJob type
StandardWorkplace
HybridYour Responsibilities
Research new prospects, cold calls, and network to generate a sales pipeline for Producer.Manage the prospect pipeline, including on-going outreach to progress opportunities through the sales pipeline.Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.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.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.Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.Maintain and build presentations.Manage identified Client Accounts on behalf of Producers with little guidance or oversight.Maintain excellent Client relationships by attending Client Meetings with or on behalf of Producer.Develop and maintain strong industry relationships, locally and nationally, in support of Producer’s areas of expertise.Resolve Client complaints, disputes, and grievances with internal and external partners.Participate in negotiations with carriers for new and renewal quotes as needed by Account Team.Develop, maintain, and audit new and lost business tracking systems, providing read-outs and reporting to leadership.Work in conjunction with the Producer to create the Producer’s annual budget, and independently maintain data, provide reporting and analysis, and recommendations to Producer.Work in conjunction with Producer, Account Team and Unit Manager on Client revenue forecasting & resource allocation.Develop relationships with Account Teams to ensure positive Client outcomes and that teams can meet the desired standard of service.Comply with Lockton policies and procedures, including appropriate documentation.Protect the confidentiality of information learned by performing duties of the position.Qualifications
Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required.Three plus years of client service experience in a sales environment.Business to Business sales experience – ideally in insurance.Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).Strong attention to detail required.High aptitude for accuracy in mathematical calculations.Ability to compile, analyze, and interpret financial information and data to facilitate decision-making.Willingness to expand knowledge and effectiveness in the insurance industry by completing extended insurance education beyond continuing education requirements for licensing.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.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.Stays current on issues impacting the industry by maintaining expertise in a functional area.Ability to travel by automobile and aircraft.Ability to work outside of regular business hours as needed.Legally able to work in the United States.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 10,000+ Associates doing business in over 100 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.
#J-18808-Ljbffr