Business Development Associate

4 weeks ago

Houston, Texas, United States Lockton, Inc. Full time
Job Summary:

We are seeking a highly motivated and self-driven professional to support the growth of our commercial insurance business. In partnership with one of our top producers, you will help drive new business, manage existing client relationships, and promote the Lockton brand with a focus on revenue retention and growth of an assigned book of business.


We are looking for a well-rounded insurance professional who thrives in a dynamic and fast-paced environment with diverse opportunities to utilize excellent communication skills, business acumen, and project management abilities.


Responsibilities include, but are not limited to:

  • Managing daily operations and projects to allow the producer further flexibility and freedom to expand their business
  • Assisting the producer with project management activities
  • Assisting in the planning and directing of budgets, goals, and business objectives
  • Overseeing all aspects of projects, including projection development, milestone tracking, project completion, summaries, and follow-up
  • Participating in client meetings by coordinating summaries and seeing action items through to closure
  • Developing and tracking client renewal lists and reports
  • Assisting with presentation preparation for clients and/or senior leadership, including draft review and resolution of potential errors
  • Processing requests for proposals (RFPs) and developing responses with minimal producer oversight
  • Developing policies and/or procedures for effective account management and satisfactory client service
  • Developing into a true partner to the producer in all activities of existing and future book growth


Requirements include:

  • Bachelor's degree in Business Administration, Risk Management and Insurance, or a related field (preferred)
  • Minimum of five years of general commercial insurance experience
  • Experience and/or foundational knowledge of all key lines of coverage
  • Understanding of commercial insurance renewal, marketing, and program placement process
  • Experience and/or knowledge of client prospecting and onboarding process (preferred)
  • Strong technical aptitude, including expertise in Microsoft Office products/platforms, including Excel, PowerPoint, etc.
  • Professional written and verbal communication skills with the ability to communicate with all levels of associates and clientele
  • Effective organizational and time management skills with a focus on accuracy and meeting goal-driven deadlines
  • Demonstrated analytical and problem-solving skills, including research and investigation, and ability to provide impactful solutions
  • Strong attention to detail with the ability to manage multiple tasks and responsibilities successfully
  • Willingness to learn about Lockton product offerings, identify and introduce market concepts, and effectively communicate insurance program details
  • Ability to work outside of normal business hours and travel as needed
  • Legally able to work in the United States

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