Producer Resource Partner

Your Responsibilities

Lockton Affinity, located in Overland Park, KS is looking for a Producer Resource Partner who will work closely with our Series President. This position will assist with strategic and tactical initiatives focused on the acquisition of new clients and the growth and retention of existing clients. This person will work directly with various levels of Lockton Affinity resources, be responsible for understanding and assisting with the proposal process, research individual prospective opportunities, as well as new market segments, manage data and lead communication initiatives.

Your Responsibilities

• Manage daily operations and projects to allow the Executive the freedom, momentum, and clarity to significantly expand their business.
• Assist in the sales process by qualifying prospective opportunities which will include collecting, managing and distributing prospect data.
• Assist in the development and implementation of strategic sales initiatives through new product and service offerings and/or market research.
• Assist in the sales process by developing sales materials (presentations, proposals, one-page sales sheets, etc.).
• Work across the business to help coordinate resources to support new and existing clients.
• Oversee all aspects of projects including projection development, milestone tracking, project completion, summaries and follow up.
• Participate in Client meetings by coordinating summaries and seeing action items through to closure.
• Develop and track Client renewal lists and reports.
• Assist with presentation preparation for Clients and/or Senior Leadership, including draft review.
• Process Requests for Proposals (RFP) and develop response with minimal Executive oversight.
• Develop policies and/or procedures for effective account management and satisfactory Client service.
  
  

Qualifications

• Bachelor’s degree in business related field, or equivalent education and/or experience required.
• At least three years B2B sales experience preferably in a complex transaction environment.
• Must be results-driven with the ability to change priorities as needed.
• Demonstrated analytical and problem-solving skills, including research and investigation and to provide solutions to standard and non-standard issues.
• Ability to compile, analyze, and interpret financial information and data to facilitate decision making.
• Ability to communicate professionally both written and verbal, with internal and external clients and to develop strong client relationships.
• Proven ability to multi-task, organize and manage time to meet deadlines.
• Power user with internet research to include knowledge of LinkedIn and other social media for the purposes of professional networking.
• Demonstrated understanding of when to proceed alone and when to involve other Associates.
• Able to receive and digest feedback and constructive criticism.
• Proven ability to manage and overcome adversity.
• Values and ethical approach to business and operates with integrity.
• Natural curiosity and willingness to grow and learn.
• Proficient with the use of Microsoft Word, Excel, PowerPoint and Teams.
• Must have strong verbal, written, and interpersonal skills to interact with associates at all levels of responsibility, along with the ability to communicate with tact and diplomacy.
• Willingness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements for licensing.
  
  

The preceding job description has been designed to indicate the general nature and level of work performed by Associates within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of Associates assigned to this position.

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