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.
Lockton provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
