Associate Business Consultant

Lockton•Overland Park, KS

About The Position

The Associate Business Consultant provides strategic planning expertise and consultative advice to clients, including producing and analyzing information and recommending changes. The role supports prospective clients by negotiating with carriers, underwriters, and wholesalers for quotes; making outbound calls to prospective clients in an assigned territory; and responding to inbound calls and email inquiries from assigned territories and accounts. The consultant exercises discretion and independent judgment to analyze industry trends and present coverage solutions. They compare quotes from multiple carriers, identify appropriate coverage, and make recommendations in sales presentations. Working with senior leadership within Lockton Affinity, they contribute recommendations to improve existing programs and territories, develop industry expertise in their assigned territory, and stay current on relevant industry issues. The role is sales-focused: the consultant is expected to close deals and meet or exceed monthly, weekly, and annual goals for the assigned territory. They are also expected to provide timely, professional service to internal and external clients, manage work and deadlines effectively, comply with company policies, and protect client and company confidentiality.

Requirements

Bachelor of Arts degree in a business-related program, or equivalent education and/or experience.
Current property and casualty insurance license, or ability to obtain and maintain one immediately.
More than 4 years of experience in property and casualty and/or life and health insurance.
Understanding of and ability to make coverage changes and recommendations.
Ability to manage a full sales territory.
Understanding of industry trends and governmental regulations.
Strong working knowledge and experience in brokerage insurance.
Strong consultative selling, time management, negotiation, and communication skills.
Ability to work in a fast-paced, deadline-driven department.
Typing speed of at least 45 words per minute.
Knowledge of Microsoft Word, Excel, and Outlook.
Ability to work outside normal business hours as needed.
Ability to organize work and manage time efficiently to meet deadlines.
Ability to travel by automobile and aircraft.
Ability to use office equipment, including a computer, keyboard, calculator, photocopier, and facsimile machine.
Ability to work at a computer for a prolonged amount of time.
Legally able to work in the United States.

Responsibilities

Provide strategic planning expertise and consultative advice to clients, including producing and analyzing information and recommending changes.
Participate in and facilitate negotiations with carriers, underwriters, and wholesalers to obtain quotes for prospective clients.
Make outbound calls to prospective clients in the assigned territory.
Respond to inbound phone calls and email inquiries from assigned territory and accounts.
Analyze industry trends and present coverage solutions to potential clients using independent judgment.
Analyze quotes from multiple carriers, determine appropriate coverage, and make recommendations in sales presentations.
Work with senior leadership within Lockton Affinity to develop recommendations for improving current programs and territories.
Manage time, work, schedules, priorities, projects, and goals to meet deadlines.
Close deals and meet or exceed established monthly, weekly, and annual sales goals for the assigned territory.
Deal politely and respectfully with internal and external clients, exercising good judgment.
Respond to internal and external client requests in a timely and professional manner.
Develop expertise in the assigned territory and stay current on relevant industry issues.
Attend company, department, and team meetings and industry training sessions as required.
Complete continuing education requirements as needed.
Comply with company policies and procedures and protect confidential client and company information.