Associate Business Consultant

Lockton; Kansas; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Referral bonus

Job summary

Lockton Affinity is seeking an Associate Business Consultant to provide strategic planning and consultative advice to clients within the Overland Park, KS territory, focusing on property and casualty insurance solutions.

You will negotiate with carriers, analyze quotes, and present coverage options while building relationships and staying current on industry trends. This full-time role requires strong time management and communication skills and the ability to work beyond standard hours.

Qualifications

• BA in business or equivalent experience.
• Property & casualty license or immediate ability to obtain.
• 4+ years in property/casualty and/or life/health insurance.
• Ability to manage a full sales territory.
• Strong consultative selling and communication skills.

Responsibilities

• Provide strategic planning and consultative advice to clients with recommendations for changes.
• Negotiate quotes with carriers, underwriters, and wholesalers for prospective clients.
• Make outbound calls to the prospective territory and respond to inbound inquiries.
• Analyze quotes from multiple carriers to determine coverage and present solutions.
• Develop expertise in the assigned territory and stay current on industry trends.
• Meet or exceed monthly, weekly, and annual sales goals while managing time efficiently.

Skills

Sales territory management

Negotiation skills

Time management

Communication skills

Brokerage insurance knowledge

Education

Bachelor's degree in business related field

Tools

Word

Excel

Outlook

Job description

Associate Business Consultant – (2601W1)

Referral Bonus

2,000.000000

Description

Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes.

Participates and facilitate in negotiations with carriers, underwriters and wholesalers for quotes for prospective clients.

Make outbound phone calls to prospective territory.

Answer inbound phone calls and email inquiries from assigned territory and accounts.

Uses discretion and independent judgment when analyzing industry trends and providing and presenting coverage solutions to potential clients.

Analyzes quotes from multiple carriers to determine appropriate coverages and recommendations in a sales presentation to the customer.

Works with senior leadership within Lockton Affinity to continuously develop and make recommendations to improve current programs and territories.

Must have time management and organization skills: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing.

Be able to close deals while at the same time meet or exceed established sales monthly, weekly and annual goals for assigned territory.

Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with internal and external clients.

Respond to all requests from external and internal clients in a timely and professional manner.

Become an industry expert with one's assigned territory. Stays current on issues impacting the industry by maintaining expertise in functional assigned areas.

Qualifications

• Bachelor of Arts degree in business related program or equivalent education and/or experience.
• Must have current property and casualty insurance license or ability to maintain immediately.
• Possess more than 4 years' experience in property and casualty and/or life and health insurance.
• Having the understanding and the ability to make coverage changes and recommendations.
• Ability to manage a full sales territory.
• Understands industries trends and governmental regulations
• Strong working knowledge and experience of brokerage insurance.
• Strong consultative selling, time management, negotiation and communication skills.
• Ability to work in a fast-pace, deadline driven department.
• Ability to attend company, department team meetings as required, including industry training sessions.
• Typing speed of at least 45 wpm.
• Word, Excel, and Outlook knowledge a must.
• Ability to work outside of normal business hours as needed.
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Primary Location

KS-Overland Park – Affinity

Schedule

Full-time

Hiring Manager

Wade Hanna

Organization

Lockton Affinity

Anticipated Closing Date

Ongoing|Ongoing