What are the responsibilities and job description for the Client Advisor position at Lockton?
Summary
Your Responsibilities
We are a company built on growth, and our salespeople (Producers) are tasked with expanding their book of business every year. As this client list grows, there can come a point where the demands of growth, retention, and office leadership become too much to manage. We are looking for a Client Advisor for one of our Producers, Casey Zgutowicz, to accelerate continued growth.
The goal for this position is to help Casey work a process beyond what he can manage on his own. This will include helping find new prospects, coordinate in person events, manage follow-up, complete proposals as needed, and more.
Expected contributions
Casey’s strengths lie in several key areas that contribute significantly to success. He excels at building effective sales and retention processes, ensuring that both acquiring and keeping customers are handled effectively. He has a natural talent for developing strong relationships fostering trust and long-term connections. Casey is also skilled at leading sales opportunities, guiding prospects confidently through the sales journey. Additionally, Casey actively creates compelling content that supports his sales efforts and engages the audience. Beyond his individual skills, Casey is passionate about coaching and mentoring others, helping his team grow and succeed alongside him.
Candidate should compliment these strengths with their own:
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Check out Lockton Benefits Offerings Here
Qualifications
Your Responsibilities
We are a company built on growth, and our salespeople (Producers) are tasked with expanding their book of business every year. As this client list grows, there can come a point where the demands of growth, retention, and office leadership become too much to manage. We are looking for a Client Advisor for one of our Producers, Casey Zgutowicz, to accelerate continued growth.
The goal for this position is to help Casey work a process beyond what he can manage on his own. This will include helping find new prospects, coordinate in person events, manage follow-up, complete proposals as needed, and more.
Expected contributions
- Support Producer’s business development process in all phases
- Provide ideas to improve the process and increase new business
- Use research and prospecting tools to create business development opportunities, including Salesforce, SalesLoft, LinkedIn, MiEdge, etc.
- Participate in key prospect and client meetings
- Manage and track the prospecting process/short and long-term pipeline to move relationships/deals forward (including Salesforce and Excel); includes collecting, managing, and distributing prospect data to Producer and Associates
- Manages client expiration dates and key pre-renewal meetings that Producer needs to attend
- Learn, understand and leverage Lockton resources required to position Lockton to win.
- Bring full alignment between the client’s business objectives/strategy and the technical expertise brought by the Lockton team
- Plan and attend social, educational, and networking events
- Respond to Requests for Proposal (RFP) and help build other presentations
- Identify and implement client cross-selling opportunities
- Co-lead Producer budget creation and management
- Act as an extension of the Producer he/she represents on a daily basis
- Building/leveraging brand on LinkedIn to support and grow professional and social network (LinkedIn, Other).
Casey’s strengths lie in several key areas that contribute significantly to success. He excels at building effective sales and retention processes, ensuring that both acquiring and keeping customers are handled effectively. He has a natural talent for developing strong relationships fostering trust and long-term connections. Casey is also skilled at leading sales opportunities, guiding prospects confidently through the sales journey. Additionally, Casey actively creates compelling content that supports his sales efforts and engages the audience. Beyond his individual skills, Casey is passionate about coaching and mentoring others, helping his team grow and succeed alongside him.
Candidate should compliment these strengths with their own:
- Project Management
- Event Planning, Scheduling & Coordination with Executive Assistant (Networking Socials, Education Roundtables, Group Lunches, etc.)
- Prospect Research
- Proposal Writing (as needed)
- System Management (Salesforce, Salesloft, LinkedIn Navigator, etc.)
- Tracking/Budgeting
- Critical Thinking
- Initiative/Drive
- Direct exposure to a career path that offers tremendous growth opportunity
- Robust onboarding and ongoing development assuring optimal exposure and training of essential skills needed to perform the role
- Autonomy to leverage your individual strengths to support the growth of the business
- Ongoing one-on-one coaching sessions including meaningful feedback on strengths and development areas
- A balance of individual and collaborative work within a team environment
- Networking at all levels within the organization
- Participation in Lockton’s caring and diverse culture
- Social activities and community giving events
- Hybrid work environment
Lockton Companies LLC is committed to offering competitive pay and benefits and complies with all relevant state/local pay transparency laws. The entry base salary offered for this opportunity may vary, and is contingent upon candidate education, skills, abilities, essential competencies, experience, professional designations, unique qualifications, and geographic location.
Performance Bonus: This role may be eligible for an annual performance bonus, based upon the financial performance of the organization and the individual contributions of the Associate.
Check out Lockton Benefits Offerings Here
Qualifications
- Elite performer, self-starter, entrepreneurial, curious, ambitious, collaborative, fun, strategic, business minded, personable, love to learn, personable/sociable, networker, empathetic, hard smart worker.
- Strong value of service to others and experience developing relationships putting others’ interests in front of their own; understanding a person/company’s priorities and helping them be successful whether via your firm, network or otherwise.
- 5 years’ experience in a professional environment
- Demonstrated Project Management and Process Management ability
- Exceptional attention to detail and accuracy of work product
- Business development/sales experience preferred
- Excellent market research, analytical, communication, and presentation skills required
- Above average proficiency in the use of Microsoft Outlook, PowerPoint, Word, and Excel.
- Ability to quickly learn other technology platforms involved in the sales process (ex. Salesforce, SalesLoft, LinkedIn Navigator, MiEdge, etc.)
- Demonstrated critical thinking and a willingness to take initiative with the position
- Highly collaborative with strong interpersonal skills and the ability to communicate effectively and professionally, both verbally and in writing
- Ability to excel at multi-tasking, adapting to change, and meet our clients needs in accordance with our service standards
- Organizational and time management skills to priorities work and meet time-sensitive deadlines
- Ability to learn new business concepts quickly and apply what is learned to complex scenarios
- Demonstrated understanding of when to proceed independently and when to involve others
- Lifelong learner who is excited by a challenge and looking for consistent personal and professional growth
- Ability to use good judgment in recognizing scope of authority and urgency
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- IL resident
- Willingness and ability to work outside of normal business hours and travel as needed
