The Lockton Belfast team draws on decades of insurance services experience. They combine their expertise with innovative tailor-made solutions and place complex programmes for companies, large and small.

As a Contact Manager you will be responsible for identification and research of prospects and contacts, successful promotion and selling of Lockton products and services to prospects via telephone based contact and provision of support services for the Lockton Business Developers.

Role responsibilities will include:

• Proactively identifying new potential client prospects for targeting and addition to SalesForce database. This may include regularly reviewing Linkedin, newspapers articles, business magazines and web sites.
• Obtaining key financial data and relevant information in relation to targeted prospects.
• Assisting in the preparation of mail shots and other related marketing material.
• Management and maintenance of the prospect database/pipeline.
• Effectively manage a pipeline of prospects via a pipeline management tool, e.g. SalesForce in order to meet the short, medium and long-term financial goals of the Producers.
• Implement a systematic communication plan for targeted prospects as agreed with the Business Developers.
• Contact identified prospects in order to arrange appointments for the Business Developers.
• Provide activity reports and pipeline status at regular intervals.
• Manage the development of sales collateral

The right candidate will ideally have previous experience working in the insurance sector, but this isn’t essential if you have relevant skills and experience from another sector.

Your knowledge and expertise: 

• Ability to build and maintain good business relationships with clients and associates.
• Ability to identify opportunities for business development.
• Willingness and ability to continue to develop knowledge of products and related issues through formal and informal learning, both internal and external to the company.
• A working knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications and ideally a working knowledge of SalesForce.
• Ability to communicate effectively and professionally both verbally and in writing with clients and colleagues.
• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
• Analytical and problem-solving skills, including research and investigation.
• Understanding of a clients’ business issues, insurance needs and expectations.
• Professional and tactful negotiation and persuasion skills to achieve objectives.
• Able to work in support of other team colleagues.
• Demonstrated ability to instil confidence with clients so that the client looks to you and to Lockton as more than just an insurance broker, but as a partner in business.