Job Summary
The Client Advocate plays a critical role in supporting a Lockton Producer by effectively managing daily operations, fostering business development, and promoting robust client retention strategies. This position is integral to ensuring the smooth functioning of client-related activities.
Responsibilities
- Oversee daily operations in support of a Lockton Producer.
- Drive initiatives for business growth and enhanced client retention.
- Manage the sales pipeline to facilitate successful client engagements.
- Lead the client onboarding process to ensure a seamless transition.
- Address and resolve any client issues promptly while upholding high service standards.
Qualifications
- A minimum of 5 years of experience in consultative sales, particularly with C-suite clients.
- Possession of a Life & Health insurance license is mandatory.
- A bachelor’s degree in a business-related field is required.
- Demonstrated success within the private equity or global benefits industries.
