Lockton is a global professional services firm with more than 8,000 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. Check out the latest insights from Lockton's experts.  


A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development.
  • 12-week paid parental leave.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.

Senior Project Manager or Client Advocate

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Administration
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POSITION OBJECTIVE
The Client Advocate is responsible for helping to generate new business, creating a robust new business pipeline, and support managing the producer’s business. 

ESSENTIAL DUTIES
1.    Manage the prospect pipeline include on-going outreach to progress opportunities through the sales pipeline. 
2.    Develop content (e.g., white papers, marketing materials) that will be meaningful to specific prospects and segments.
3.    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.
4.    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.
5.    Manage Request for Proposal (RFP) process and develops a response with minimal Producer oversight.
6.    Maintain and build presentations. 
7.    Manage identified Client Accounts on behalf of Producers with little guidance or oversight.
8.    Maintains excellent Client relationships by attending Client Meetings with or on behalf of Producers.
9.    Resolves Client complaints, disputes, and grievances with internal and external partners.
10.    Participates in negotiations with carriers for new and renewal quotes as needed by Account Team.
11.    Develops, maintains, and audits new and lost business tracking systems, providing read-outs and reporting to leadership.
12.    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
13.    Works in conjunction with Producer, Account Team and Unit Manager on Client revenue forecasting & resource allocation
14.    Develops relationships with Account Teams to ensure positive Client outcomes and that teams can meet the desired standard of service. 
15.    Comply with Lockton policies and producers, including appropriate documentation. 
16.    Protect the confidentiality of information learned by performing duties of the position. 

 

QUALIFICATIONS
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

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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