Business Development Consultant

1 day ago

Chicago IL United States Lockton Companies Full time

Chicago, Illinois, United States of America

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

Midwest Series

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

Business Development/Relational:

  1. Engage, support and develop relationships with clients, prospects, centers of influence to produce business. Grow into becoming lead advocate/relationship with certain clients < $100,000 revenue.
  2. Participate in key prospect and client meetings; deliver post meeting details/next steps to the Associate teams and collaborating with them to ensure the following meeting is most successful (presentation, messaging).
  3. Coordinate thoughtful and creative follow-ups/touch points with clients/prospects/centers of influence to help differentiate and build trust.
  4. Assist with planning/coordination and attending client/prospect/center of influence events.
  5. Leverage LinkedIn for opening new doors and supporting Producer/BDA’s network with key contacts. Includes research of prospects that Producer/BDA are connected to and asking for support.
  6. Develop/maintain marketing materials in accordance with Producer brand/strategy.
  7. Building/leveraging brand on LinkedIn to support and grow professional and social network (LinkedIn, Other).
  8. Review Producer book of business/relationships with Producer to identify cross-selling opportunities.
  9. Expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance classes and workshops (if needed).
  10. Act as an extension of the Producer on a daily basis; represent the Producer and coordinate the services of all Lockton departments to fulfill and exceed clients’ expectations.

Associate Team Coordination:

  1. Learn, understand and leverage Lockton resources required to position Lockton to win.
  2. Collaborate with Producer and Unit Manager (UM) on strategy and value proposition, including:
    • Participate and eventually lead monthly UM Strategy/Update meetings, including discussion around supporting, enhancing client and prospect relationships and current initiatives underway.
    • Providing assignments in partnership with the UM on RFP written response including assignments to Producer/self.
    • Participate and eventually lead prospect internal meeting preparation including assigning roles and rehearsal with team.

Operational/Administrative:

  1. Assists Producer with developing annual budget and quarterly forecasts. Assists with variance reporting.
  2. Actively manages CRM (Salesforce) and related systems (Salesloft, ZoomInfo, LinkedIn) for Producer.
  3. Manages client expiration dates. Identifies key pre-renewal meetings that Producer needs to attend.
  4. Protects the confidentiality of information learned by performing the duties of the position.
  5. Manage and track short and long term pipeline to move relationships/deals forward (including Salesforce and Excel)
Qualifications
  1. Bachelor’s degree in Finance will be given priority consideration, as well as degrees in Business Administration, Accounting, or other related analytical Business fields.
  2. 3-5 years professional experience performing executive-level sales support, business development support, or similar account management experience in a corporate environment, ideally working with larger/complex organizations (ie, public and/or $100M+ revenue private companies, 500+ employees, global)
  3. Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint.
  4. Advanced skills with email and calendar systems such as Outlook.
  5. Experience using a CRM system such as Salesforce (preferred).
  6. Elite performer, self-starter, entrepreneurial, collaborative, fun, strategic, business minded, personable, love to learn, personable/sociable, networker, empathetic, curious, hard smart worker.
  7. Strong value of service to others and experience developing relationships putting others’ interests in front of their own; understanding a person/company’s priorities and helping them be successful whether via your firm, network or otherwise.
  8. Appropriately assertive personal presence to interface with Clients, Associates and other individuals, in both one-on-one and group situations, representing Lockton in the highest professional manner.
  9. Ability to learn new business concepts quickly and apply what is learned to complex scenarios.
  10. Organizational and time management skills to prioritize busy workload to meet time sensitive deadlines.
  11. Strong verbal communication, written communication, analytical and interpersonal skills.
  12. Ability to make decisions in compliance with established company standards of quality performance and service.
  13. Firm, fluent grasp of the English language with high level verbal, written, listening, and interpersonal skills to interact with associates at all levels of responsibility.
  14. Travel as needed.
  15. Legal right 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.

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