Business Development Analyst
Job Description
ESSENTIAL DUTIES
- Composes and prepares a variety of correspondence, reports, and internal documents in support of producer new business development activities.
- Independently coordinates the production of responses to requests for proposals (RFP's) using internal and external resources. Coordinates meetings throughout RFP process, including gathering answers to assigned questions, and coordinating development and delivery of final RFP to Prospect.
- Support finalist meeting coordination and content creation.
- Assist with travel booking, event coordination, expense filing/reimbursements for Senior Client Advisor.
- Develop/maintain marketing materials in accordance with Producer / Senior Client Advisor.
- Assists Producer/Consultant team with developing annual budget and quarterly forecasts. Assists with variance reporting.
- Actively manages CRM (Salesforce) or related systems for Producer/Consultant team.
- Manages client expiration dates. Identifies key pre-renewal meetings that Producer and /or Consultant need attend.
- Protects the confidentiality of information learned by performing the duties of the position.
- Assists with the onboarding of new clients and drafting contracts
- May attend client/prospect meetings or social events with Producer/Consultant team to assist as requested.
- Represent the Producer and coordinate the services of all Lockton departments to fulfill and exceed clients' expectations.
- Manage and grow social network (LinkedIn, Twitter, etc.).
- Act as an extension of the Producer he/she represents on a daily basis.
- Review Producer book to identify cross-selling opportunities, research prospective client opportunities at the direction of Producer / Senior Client Advisor.
EDUCATION, EXPERIENCE AND SKILLS REQUIRED
- Bachelor's degree.
- 1-2 years of professional experience performing executive-level sales support, business development support, or similar administrative experience in a corporate environment.
- Previous experience working the employee benefits space.
- 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.
- Proficiency in the use of Microsoft Office, including Word, Excel, PowerPoint and Access.
- Advanced skills with email and calendar systems such as Outlook.
- Experience using a CRM system such as Salesforce (preferred).
- Ability to perform simultaneous multiple tasks with ability to respond and refocus quickly.
- Ability to organize and prioritize work and to meet deadlines.
- 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.
- 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.
- Ability to make decisions in compliance with established company standards of quality performance and service.
- Strong value of service to others.
- Legal right to work in the United States.
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Date Posted
06/19/2023
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