Demo

Business Development

Lockton, Inc.
Houston, TX Full Time
POSTED ON 4/26/2025
AVAILABLE BEFORE 5/25/2025

Job Summary :

  • Manage daily operations and projects to allow the Producer further flexibility and freedom to significantly expand their overall business
  • Assist Producer with project management activities
  • Assisting in the planning and directing of budgets, goals, and business objectives
  • 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 and resolution of potential errors
  • Process Requests for Proposals (RFP) and develop response with minimal Producer oversight
  • Develop policies and / or procedures for effective account management and satisfactory Client service
  • Develop into a true partner to the Producer in all activities of existing and future book growth
  • Additional tasks, as requested by leadership

Requirements :

  • Bachelor's degree in Business Administration, Risk Management and Insurance, or related field (preferred)
  • Minimum of five (5) years of general commercial insurance experience
  • Experience and / or foundational knowledge of all key lines of coverage
  • Understanding of commercial insurance renewal, marketing, and program placement process
  • Experience and / or knowledge of Client prospecting and onboarding process (preferred)
  • Strong technical aptitude, including expertise in Microsoft Office products / platforms including Excel, PowerPoint, etc.
  • Professional written and verbal communication skills with the ability to communicate with all levels of Associates and Clientele
  • Effective organizational and time management skills with a focus on accuracy and meeting goal-driven deadlines
  • Demonstrated analytical and problem-solving skills, including research and investigation, and ability to provide impactful solutions
  • Strong attention to detail with the ability to manage multiple tasks and responsibilities successfully
  • Willingness to learn about Lockton product offerings, identify and introduce market concepts, and effectively communicate insurance program details
  • Ability to work outside of normal business hours and travel as needed
  • Legally able to work in the United States
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