Business Development Consultant
Chicago, Illinois
Employer: Lockton, Inc.
Industry:
Salary: $100000 per year
Job type: Full-Time
Job Summary:
Business Development/Relational:
Associate Team Coordination:
Operational/Administrative:
Requirements:
Business Development/Relational:
- Engage, support and develop relationships with clients, prospects, centers of influence to produce business. Grow into becoming lead advocate/relationship with certain clients < $100,000 revenue.
- Participate in key prospect and client meetings; deliver post meeting details/next steps to the Associate teams and collaborating with them to ensure the following meeting is most successful (presentation, messaging).
- Coordinate thoughtful and creative follow-ups/touch points with clients/prospects/centers of influence to help differentiate and build trust.
- Assist with planning/coordination and attending client/prospect/center of influence events.
- Leverage LinkedIn for opening new doors and supporting Producer/BDA’s network with key contacts. Includes research of prospects that Producer/BDA are connected to and asking for support.
- Develop/maintain marketing materials in accordance with Producer brand/strategy.
- Building/leveraging brand on LinkedIn to support and grow professional and social network (LinkedIn, Other).
- Review Producer book of business/relationships with Producer to identify cross-selling opportunities.
- Expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance classes and workshops (if needed).
- Act as an extension of the Producer on a daily basis; represent the Producer and coordinate the services of all Lockton departments to fulfill and exceed clients’ expectations.
Associate Team Coordination:
- Learn, understand and leverage Lockton resources required to position Lockton to win.
- Collaborate with Producer and Unit Manager (UM) on strategy and value proposition, including:
- Participate and eventually lead monthly UM Strategy/Update meetings, including discussion around supporting, enhancing client and prospect relationships and current initiatives underway.
- Providing assignments in partnership with the UM on RFP written response including assignments to Producer/self.
- Participate and eventually lead prospect internal meeting preparation including assigning roles and rehearsal with team.
Operational/Administrative:
- Assists Producer with developing annual budget and quarterly forecasts. Assists with variance reporting.
- Actively manages CRM (Salesforce) and related systems (Salesloft, ZoomInfo, LinkedIn) for Producer.
- Manages client expiration dates. Identifies key pre-renewal meetings that Producer needs to attend.
- Protects the confidentiality of information learned by performing the duties of the position.
- Manage and track short and long term pipeline to move relationships/deals forward (including Salesforce and Excel)
Requirements:
- Bachelor's degree in Finance will be given priority consideration, as well as degrees in Business Administration, Accounting, or other related analytical Business fields.
- 3-5 years professional experience performing executive-level sales support, business development support, or similar account management experience in a corporate environment, ideally working with larger/complex organizations (ie, public and/or $100M+ revenue private companies, 500+ employees, global)
- Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint.
- Advanced skills with email and calendar systems such as Outlook.
- Experience using a CRM system such as Salesforce (preferred).
- Elite performer, self-starter, entrepreneurial, collaborative, fun, strategic, business minded, personable, love to learn, personable/sociable, networker, empathetic, curious, hard smart worker
- Strong value of service to others and experience developing relationships putting others' interests in front of their own; understanding a person/company's priorities and helping them be successful whether via your firm, network or otherwise.
- Appropriately assertive personal presence to interface with Clients, Associates and other individuals, in both one-on-one and group situations, representing Lockton in the highest professional manner.
- Ability to learn new business concepts quickly and apply what is learned to complex scenarios.
- Organizational and time management skills to prioritize busy workload to meet time sensitive deadlines.
- Strong verbal communication, written communication, analytical and interpersonal skills.
- Ability to make decisions in compliance with established company standards of quality performance and service.
- Firm, fluent grasp of the English language with high level verbal, written, listening, and interpersonal skills to interact with associates at all levels of responsibility.
- Illinois resident.
- Travel as needed.
- Legal right to work in the United States.
Created: 2024-10-05
Reference: 2401TW
Country: United States
State: Illinois
City: Chicago
ZIP: 60018
Similar jobs:
-
Director, Business Development - Engineering Consulting - Central USA - Remote
EPAM in Chicago, Illinois