Business Development Coordinator, Insurance
Atlanta, Georgia, United States of America
Business Development
2500SF
Business Development Coordinator, Insurance
Atlanta, Georgia, United States of America
Business Development
2500SF
Working at Lockton
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
Southeast Series
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
In Office
Your Responsibilities
The Business Development Coordinator provides essential support to Producers in identifying, pursuing, and securing new business opportunities. This role involves researching new prospects, cold calls, and networking to generate a sales pipeline for Producers. Additionally, the Coordinator will manage the prospect pipeline, including ongoing outreach to progress opportunities through the sales pipeline, and develop content that will be meaningful to specific prospects and segments.
Market Research:
- Conduct market research to identify potential clients, industries, and trends.
- Gather information on competitors and market conditions to support business development strategies.
Lead Generation:
- Assist in identifying and qualifying potential leads through various channels, including online research and networking events.
- Research new prospects, cold calls, and network to generate a sales pipeline for Producers.
Prospect Relationship Management:
- Coordinate prospect meeting details.
- Support the development and maintenance of prospect relationships by coordinating communication and follow-up activities.
- Assist in the preparation of prospect engagement materials and presentations.
- 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, and preparing documents.
CRM Management:
- Update and maintain the Salesforce system for pipeline, prospects, and ongoing activities.
- Ensure data integrity and consistency in the Salesforce system.
- Leverage Salesforce/Salesloft to reach prospects with Lockton collateral.
- Prepare and distribute internal and external communications related to business development activities.
Event Marketing:
- Work with Marketing and Communications to adhere to brand standards and create event collateral and event communication cadences. Assist with execution of materials, invitations, and follow up communications.
- 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.
- Attend Producer-identified events for networking and prospecting opportunities.
Presentation & Proposal Management:
- Maintain and build relevant presentations
- Coordinate efforts with RFP Team and Producers
Marketing Coordination:
- Develop and analyze People Solutions marketing collateral for Series
- Develop and maintain Salesforce and Salesloft technical best practices
- Review and evaluate People Solutions marketing collateral and processes
Qualifications
- 2 years experience with an employee benefits brokerage experience
- Based in Atlanta – hybrid work schedule – 3 days in / 2 days remote
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 12,500+ Associates doing business in over 140 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.
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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February 24, 2025
We are proud to launch our new partnership with add-victor, an organisation who helps place elite athletes and exceptional individuals into corporate roles. Add-Victor leverages their unique skills and experiences for career success beyond their original fields. Martyn Worsley, Lockton Chief People Officer, said: “This collaboration is about championing future talent by tapping into their diverse experiences and skill sets, such as resilience, accountability and innovative thinking, which are essential to thrive in today’s business environment. Lockton has a unique culture that aligns strongly with these individuals and allows us to continue to expand our future talent pool whilst investing in our ongoing success.” To kick off the partnership, we hosted an exclusive event with 40+ professional athletes, including 10 Paris Olympians. Attendees heard inspiring insights from Tim Prendergast (New Zealand Paralympian), who shared his transformative Paralympic journey, revealing how the challenges of sport forge the resilience needed to overcome life's toughest obstacles. Our own Gordon D’Arcy (former Leinster, Ireland and British and Irish Lions rugby player), who successfully transitioned from elite sports to the corporate world, talked about his journey and how he mastered the art of collaboration and teamwork. We’re excited about the opportunities ahead and look forward to welcoming more exceptional talent to Lockton and Lockton Re.
February 12, 2025
Lockton is honoured to announce we are among the winners of the 2025-26 RateMyPlacement Awards, ranking No. 40 on the Best 100 Student Employers list. The Best 100 is based on the thousands of reviews submitted to RateMyPlacement.co.uk by students who have completed a placement, internship, insight or vacation scheme in the last year. Unlike other workplace awards, there is no self-nomination or application process. Instead, it's solely based on student-written reviews on RateMyPlacement.co.uk. where participants are asked to rate their work placements on categories including their day-to-day role and responsibilities, the company itself and the overall experience. At Lockton, we are proud to offer a variety of programmes for students to start their career in insurance. Through apprenticeships, internships and graduate programmes, our student Associates benefit from a structured learning programme, exposure to the insurance sector, skill and knowledge enhancement, and innovation and leadership opportunities. Lockton boasts a 4.8/5.0 rating on RateMyPlacement, with reviews commonly mentioning the supportive environment, meaningful work, and real-life experiences. Here’s what some students are saying about Lockton on RateMyPlacement: My time at Lockton was absolutely incredible. The friendly and supportive environment, coupled with the meaningful work and high level of responsibility I was given, made the experience truly rewarding. I thoroughly enjoyed every aspect of my internship and feel grateful for the opportunity to contribute and learn so much. It was one of the most incredible experiences of my life, I have learnt so much and it has convinced me that this field is where I want to work in the future. I was surrounded with amazing people that made the experience even more special. The emphasis placed on culture was made apparent from day one, and it was one of kindness, support, trust and hard work. These are all important values and something I believe quite unique to a large company. The culture and general atmosphere was a large reason why I enjoyed my time with the company so much: there was such an emphasis on looking after the Associates which is incredible. I really enjoyed my summer internship at Lockton. The programme was structured brilliantly enabling me to have experience in all areas of the business. We were also given the opportunity to work on a project that we were able to present to senior stakeholders on the final week. The skills I gained have definitely been invaluable throughout the programme. Lockton's company culture is 5*. Everyone is very welcoming. Associates are encouraged to network and there are many company initiatives in place to help foster professional and personal development.
January 23, 2025
When I first walked through the doors of Lockton in 2013, I was filled with a mix of excitement and nerves. My journey with Lockton began a year earlier when I participated in a summer program. Alongside a vast cohort of other university students and graduates, I got a taste of what it was like to work at Lockton. After returning to university for my final year, I knew I wanted to return to Lockton full-time. I reached out to HR, and luckily, there was an opening in Major Accounts. Despite my nerves during the interview, I was thrilled when they decided to hire both myself and another candidate (even though there was technically only one position available). Fast forward 11 years, and the business in London has grown significantly. The Major Accounts team has transformed into a global Retail proposition and over the past five to six years, we've merged teams and tripled in size. When I joined, our London team was a a $3 million business. We’ve since grown to a $25+ million business with over 85 Associates. Despite our rapid growth, we still maintain a startup-like atmosphere full of support and appreciation for our clients and each other. We're a $25 million business within a $3 billion global company - growing quickly but with strong support from those around us. The stability at Lockton, with long-standing leaders and minimal reorganisation, has provided a solid foundation for my growth. I've had great managers who have mentored me throughout my journey. Their buy-in has been vital, as they truly care about the growth and careers of our early joiners, our clients, and our Associates. The empowerment of Associates is something Lockton actively encourage and it underpins the entrepreneurial culture of the business. When I first joined, I immediately loved working with our clients. Even today, my favourite part of my role remains solving client’s challenges and their daily interaction is one of the most fulfilling parts of my role. As I've taken on more responsibilities, maintaining strong client relationships has been fundamental and our client-centric approach is a core value at Lockton. Additionally, one of my key focuses continues to be fostering a culture of growth. I care deeply about our younger broker Associates, ensuring they have even more opportunities than I did. It's important to me to guide them and show them the potential of their careers. Our culture is what makes us different and it’s critical that we work hard to maintain our culture and hire the best talent that buy into this. The Partner model at Lockton is a core pillar of our culture. The Partnership not only creates a forum for collaboration and growth but also creates collective cohort of people ready to support each other. Part of the rationale for becoming a Partner was that I wanted to be a role model – to show that you can start as a graduate and become a leader in this business. The recognition and value I feel across the business, along with the close connections I've built with other Partners, makes Lockton a special place to work. We all have a collective investment in the business with the right motivations and goals for moving the business forward, and the calibre of our people, their dedication to clients, and their technical strength are key to our success. When I look back, patience has been key in my career. I've had opportunities to join other brokers, but like Lockton, I've enjoyed playing the long game. Opportunities will present themselves if you're good and believe in yourself. Ron Lockton once said that we're playing a different game than our competitors – ‘we're playing chess, not checkers’. It's not about the size we become but about being the best at what we do We protect our culture, entrepreneurship spirit, and our culture needs by hiring people who align with these values. We're not just another big corporation, and our clients recognise and appreciate that. Choosing a culture and ethos you relate to is crucial. Having the patience short-term is worth the long-term gain. If you're looking for a dynamic growing business that truly cares about Associates and clients, not shareholders, Lockton is the place for you. The investments we make in early careers are unmatched. Here, you have a voice and a seat at the table. If you have the drive to excel and buy into something unique, you'll be successful here.
February 4, 2025
I've been at Lockton for 12 years, and I still love going to work every day. Not everyone can say that. I joined Lockton in 2012 as a broker in Professional Indemnity. Fresh out of university, I was searching for a job in insurance, which led me to Lockton. I started in the Global Professions unit, focusing on mitigating risk for companies in law, accounting, engineering, and more. I learned key business and interpersonal skills in this role, but after four years, I was ready for a new challenge. I spoke with my manager, who supported my transition to a new team – the Cyber & Technology team in the Global Professional & Financial Risks division. In that role, I focused on U.S. and international cyber and professional indemnity policies. Through this experience, I learned first-hand that Lockton is dedicated to retaining good talent and finding the right position for everyone. I didn't just join a new team; I found a new challenge – a new passion. I loved the challenge of cyber. It's a dynamic, young market that constantly changes. It's the risk of the future and challenges my knowledge daily. In some areas of insurance, we must get very technical and have a deep understanding of a specific industry. However, we must learn about every industry in Cyber, which drives me. I genuinely care about our clients and how they run successful businesses – I can do that in this role. In addition to caring for my clients, I can care for my teammates. I enjoy helping my team members succeed—with clients, new business, whatever it may be. Since I can remember, I have been competitive, and I love winning. However, a few years back, I learned that helping a teammate win is even more rewarding. When I became a manager, Lockton was there to help me. Managing people comes with challenges, and I had to learn quite a bit. However, my managers coached me on how to have hard conversations and trained me to lead with empathy. We all have different backgrounds and challenges in our personal lives, and perspective is so important. These backgrounds and perspectives are celebrated at Lockton. Everyone I work with is understanding of personal life and pressures. Everyone is willing to listen to you, learn about your background, and understand your perspectives. We have this incredibly flexible environment where we can do everything we want – well, within some parameters! Our culture of support, empowerment, and care has helped me excel throughout my time here. It's important to have a culture where we work hard but also have laughter and joyfulness, and we have that here. Lockton has supported me by creating a great working environment. We're serious and work hard, but being in a caring environment is nice. There's a spirit here, and that's not a lie or a marketing thing – our culture really does set us apart from the rest. For those considering Lockton, I have some advice: Throw yourself in! Try to embrace our culture and be curious—don't just be a passenger. The people who are successful here are the ones who stay curious, aren't afraid of getting their hands dirty, and are willing to help for the greater good. It takes some patience, too—business won't just fall into your lap, but if you are proactive and show people you are interested, you can be successful here.