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INTRODUCTION

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.

ABOUT THE POSITION

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 who 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

Lockton Affinity, LLC

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

In Office

YOUR RESPONSIBILITIES

• Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes.
• Participates and facilitate in negotiations with carriers, underwriters and wholesalers for quotes for prospective clients.
• Make outbound phone calls to prospective territory.
• Answer inbound phone calls and email inquiries from assigned territory and accounts.
• Uses discretion and independent judgment when analyzing industry trends and providing and presenting coverage solutions to potential clients.
• Analyzes quotes from multiple carriers to determine appropriate coverages and recommendations in a sales presentation to the customer.
• Works with senior leadership within Lockton Affinity to continuously develop and make recommendations to improve current programs and territories.
• Must have time management and organization skills: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.
• Be able to close deals while at the same time meet or exceed established sales monthly, weekly and annual goals for assigned territory.
• Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients.
• Respond to all requests from external and internal clients in a timely and professional manner.
• Become an industry expert with one’s assigned territory. Stays current on issues impacting the industry by maintaining expertise in functional assigned areas.

QUALIFICATIONS

Bachelor of Arts degree in business related program or equivalent education and/or experience.

Must have current property and casualty insurance license or ability to maintain immediately.

Possess more than 4 years’ experience in property and casualty and/or life and health insurance.

Having the understanding and the ability to make coverage changes and recommendations.

Ability to manage a full sales territory.

Understands industries trends and governmental regulations.

Strong working knowledge and experience of brokerage insurance.

Strong consultative selling, time management, negotiation and communication skills.

Ability to work in a fast-pace, deadline driven department.

Ability to attend company, department team meetings as required, including industry training sessions.

Typing speed of at least 45 wpm.

Word, Excel, and Outlook knowledge a must.

Ability to work outside of normal business hours as needed.

Ability to complete continuing education requirements as needed.

Ability to attend company, department, and team meetings as required, including industry training sessions.

Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information.

Ability to efficiently organize work and manage time in order to meet deadlines.

Ability to travel by automobile and aircraft.

Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.

Ability to work on a computer for a prolonged amount of time.

Ability to work outside of normal business hours as needed.

Legally able to work in the United States.

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 13,100+ Associates doing business in over 155 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.