Commercial Insurance Prospect Analyst

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Houston, Texas, United States of America

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Administration

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240115

Apply now

Commercial Insurance Prospect Analyst

Location Icon

Houston, Texas, United States of America

Bag Icon

Administration

Profile Icon

240115

Apply now
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.

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About the Position

Lockton is seeking a detail-oriented and analytical Commercial Insurance Prospect Analyst to join our dynamic team. The ideal candidate will have a strong background in using CRM systems, including Salesforce, Salesloft, ZOOM Navigator, and/or LinkedIn Sales Navigator, to identify and analyze potential commercial insurance prospects as well as consistent communication strategies. This role is critical in supporting the Producer and account servicing team by providing content and communication strategies to drive valuable insights and data-driven recommendations.

Business unit

Texas Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Responsibility Icon

Your Responsibilities

  • Prospecting: Utilize Salesforce and other CRM tools to identify and qualify potential commercial insurance prospects within targeted industries and demographics. Create high-impact communication strategies to increase prospect engagement. 
  • Lead Generation: Initiate contact with potential clients through emails, networking events, and marketing campaigns to generate interest in commercial insurance solutions.
  • Data Analysis: Analyze prospect data to identify trends, opportunities, and areas for improvement in our sales strategies.
  • Lead Management: Maintain and update prospect information in Salesforce, and CRM database ensuring proper follow up and communication throughout the sales cycle. 
  • Communication Strategies: Coordination with the client team in identifying cadences and scopes of pertinent and relevant communication strategies. 
  • Reporting: Generate and present reports on prospecting activities, lead conversion rates, and other key metrics to the sales and management teams.
  • Collaboration: Work closely with the Producer to develop and implement effective prospecting strategies and campaigns.
  • Market Research: Conduct market research to stay informed about industry trends, regulatory changes impacting the commercial insurance market, competitor activities, and potential new markets to refine lead generation strategies.
  • Customer Insights: Gather and analyze customer feedback to improve our prospecting and sales processes.
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Qualifications

  • Bachelor's degree in Business, Marketing, Finance, or a related field.
  • Strong communication skills, sales acumen, business acumen and networking skills. 
  • Proven experience in a similar role, preferably in the commercial insurance industry.
  • Proficiency in Salesforce and other CRM systems.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Detail-oriented with a high level of accuracy in data management.
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.

Learn more about your Lockton experience

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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