Business Development Consultant – Healthcare/ Benefits B...
Charlotte, North Carolina, United States of America
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
Job type
Standard
Workplace
In Office
Your Responsibilities
We are seeking a highly organized and proactive individual in the Raleigh-Durham, NC geography to join our team as a Business Development Consultant. This role will focus on various client-facing and sales-related activities including, prospecting new business opportunities, and contributing to branding and cross-selling efforts.
A successful BDC will be an exceptional individual sales contributor, who has a strong network, communication skills, strategic acumen, and market relevant experience to drive growth in their geography. The BDC acts as a steward of Lockton’s best in class culture and aligns with the Lockton Philosophies.
The BDC is also expected to provide essential support to producer leadership in identifying, pursuing, and securing new business opportunities. This role involves administrative tasks, research, and coordination to facilitate the overall growth of the book.
Primary Responsibilities:
- Increases revenue growth: Drives top-line revenue through new customer acquisition, cross-selling, and upselling of insurance products and services. Produces year over year significant growth as an individual contributor and retains existing client base.
- Enhances the Brand: The Producer is responsible for nurturing the Lockton brand in the market ensuring the name, history, reputation of the Lockton is strong, positive, and client centric.
- Champions a caring, high-performance, client focused culture: Champions an organizational culture in the Series that aligns to and supports the Lockton philosophies and the Southeast Cultural values while prioritizing our people and clients.
Secondary Responsibilities:
- 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. Maintain a database of leads and potential clients.
- Proposal Preparation: Assist in the preparation of business proposals, presentations, and other materials for client meetings. Ability to customize proposals/materials based on client needs.
- Administrative Support: Provide administrative support including scheduling meetings, managing calendars, and handling correspondence. Prepare and distribute internal and external communications related to business development activities. Assist with billing reconciliation for client invoicing and support Producer Capital account reconciliation.
- Client Relationship Management: Support the development and maintenance of client relationships by coordinating communication and follow-up activities. Assist in the preparation of client engagement materials and presentations. Participate in client meetings and have a speaking part when appropriate to build skills.
- Event Coordination: Coordinate logistics and attend (when appropriate) business development events, conferences, and trade shows. Update and maintain the Salesforce system with accurate and current information for pipeline, clients, and ongoing activities. Ensure data integrity and consistency in the Salesforce system. Leverage Salesforce/Salesloft to reach prospects/clients with content. Work closely with cross-functional teams, including series practices, marketing, and creative services to support business development activities. Collaborate with team members to ensure effective communication and coordination of efforts.
- Professional Development: Stay informed about industry trends, market changes, and best practices in business development. Seek opportunities for professional development to enhance skills and contribute to the success of the team.
Qualifications
Preferred Experience & Expertise:
- Track Record of Success: 1-3 years of proven track record of successful individual contribution production within the insurance industry.
- Presence and Communication: Comfortable in fast paced organizations and effective in building relationships with peers, direct reports, and other key executives and markets. Superb communication skills and proven experience dealing with diverse audiences.
- Industry Knowledge: Knowledge of Lockton and/or the insurance or financial services industry with advanced subject matter expertise in People Solutions (Health and Welfare benefits).
- Leadership Capabilities:
- Integrity: Goals and needs of Lockton clients and associates will always supersede individual financial gain.
- Inspires Others: Motivates individuals toward higher levels of performance that are aligned with the Lockton’s vision and philosophies.
- Supports Talent & Teams: Coaches and develops others, understands team dynamics, and strengthens the overall capability of the organization.
- Influence and Networks: Builds and sustains excellent relationships at multiple levels in the organization and with external contacts. Balances a highly collaborative style with a sense of urgency and decisiveness.
- Drive for Results: Coordinates execution by setting appropriate pace. Evokes ownership and accountability, streamlines processes/structure, and reallocates resources quickly and flexibly.
Requirements:
- Bachelor's degree in business, marketing, or a related field is preferred.
- Excellent organizational skills and ability to prioritize tasks effectively.
- Strong attention to detail and accuracy in work.
- Excellent written and verbal communication skills.
- Strong proficiency in Microsoft Office with an emphasis on Outlook, Excel, and PowerPoint. Experience with Salesforce is a plus, Ability to learn Salesforce is required.
- Ability to work independently and collaboratively in a fast-paced environment.
- Ability to conduct market research and analyze data using various tools and platforms.
- Knowledge of employee benefits and insurance industry is preferred. Ability to work independently and as part of a team.
- Desire to learn the sales function, and ability to learn on the job with a seasoned sales professional.
- Flexibility to attend meetings and events, both in-person and virtually.
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.
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