Position responsibilities
•    Research new prospects, cold call, and network to generate sales pipeline for Producers
•    Manages all Client meeting preparations to analyze, provide strategy input, coordinate, and prepare documents to ensure successful prospect meeting
•    Independently manages prospect processes and develops a response with minimal Producer oversight
•    Independently manages identified Client Accounts on behalf of Producers with little guidance or oversight
•    Maintains excellent Client relationships by attending Client Meetings with or on behalf of Producers or Account Teams
•    Resolves Client complaints, disputes, and grievances with internal and external partners
•    Participates in negotiations with carriers for new and renewal quotes
•    Gathers, analyzes, and interprets Client Risk Management reports, providing consulting to internal leadership, Carrier partners, and Clients
•    Evaluates informational and policy needs for various Clients by designing, generating, and interpreting a variety of custom and standard reports and marketing materials using the Enterprise Reporting System
•    Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures
•    Develops, maintains, and audits new and lost business tracking system, providing readouts and reporting to leadership
•    Works in conjunction with the Producer to create the Producer’s annual budget, and independently maintains data, includes reporting and analysis, and recommendations to Producer
•    Attends and participates in prospect meetings and may act on behalf of if the Producer is unavailable for the meeting
•    May supervise and/or provide cross-training to Assistant Project Manager and Project Manager to enhance understanding and application of processes, projects, and procedures
•    Proactively makes alternations to processes and procedures to improve quality and efficiency, exemplifying the ability to stray from established procedures
•    Performs other responsibilities and duties as needed

Position qualifications
•    Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
•    Typically, three plus years of Client services experience in a sales environment is required
•    Aptitude to work directly with Clients in both a sales and consultative role
•    Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
•    Strong verbal and interpersonal communication skills required
•    Understands industry trends and governmental regulations
•    Ability to attend industry training sessions as required 
•    Ability to work outside of regular business hours as needed
•    Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed
•    Ability to comply with all company policies and procedures, proactively protecting the confidentiality of Client and company information 
•    Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines
•    Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor
•    Ability to travel by automobile and aircraft and be away from home more than one day and night
•    Legally able to work in the United States