Associate Business Consultant

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.

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