Business Development Coordinator - Insurance...

Lockton Companies; Town of Florida (NY); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Paid training

Parental leave

Community involvement

Wellness events

Rolex reward

Job summary

Lockton Companies in Pembroke Pines, Florida, is seeking a Business Development Coordinator with insurance experience to help identify and pursue new business opportunities.

You will support Producers, conduct market research, generate qualified leads, and coordinate client engagements across internal teams, emphasizing project management and process improvement in a fast-paced professional services setting.

Qualifications

• 3–7+ years of experience in project management, operations, consulting support, or a similar professional services environment.
• Experience in employee benefits, insurance, consulting, or related professional services preferred.
• Strong organizational and prioritization skills with the ability to manage competing demands.
• Ability to operate independently while partnering closely with a senior stakeholder.
• Strong communication skills with the ability to build trust and credibility across teams.
• Detail‑oriented with strong problem‑solving and follow‑through capabilities.
• Comfortable managing ambiguity and adapting priorities in a fast-paced environment.
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or project management tools a plus.
• Comfortable leveraging AI-enabled tools to improve efficiency, organization, and quality of work

Responsibilities

• Conduct market research to identify potential clients, industries, and trends.
• Gather information on competitors and market conditions to support business development strategies.
• Assist in identifying and qualifying potential leads through various channels, including online research and networking events.
• Support the development and maintenance of client relationships by coordinating communication and follow‑up activities.
• Assist in the preparation of client engagement materials and presentations
• Partner with Producers to support and execute against a growing book of business
• Own and track timelines across multiple client-facing and internal projects
• Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward
• Maintain visibility into open items, next steps, and dependencies; ensure timely follow-up
• Support special projects, including client events, internal initiatives, and cross-functional efforts
• Facilitate internal alignment through regular check-ins, status updates, and action-item tracking
• Support preparation and coordination for key client meetings, renewals, and deliverables
• Help manage client communications, follow-ups, and internal escalation as needed
• Leverage project management and CRM tools to track progress, tasks, and touchpoints
• Stay current on internal tools, templates, and processes that drive efficiency and consistency
• Continuously evaluate and refine workflows to improve efficiency and reduce friction
• Support internal reporting, tracking, and planning efforts
• Contribute to team-wide initiatives, best practices, and operational improvements

Skills

Project management

Operations coordination

Client engagement

Communication

Ambiguity management

Tools

Salesforce

Microsoft Office

Job description

Business Development Coordinator - Insurance experience

Pembroke Pines, Florida, United States of America

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update .

A few of the reasons Associates love working at Lockton include:

• Opportunities for growth and advancement, including paid training and professional development
• 12-week paid parental leave
• A huge emphasis on community involvement
• Frequent athletic and wellness events
• Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

The Business Development Coordinator provides essential support to Producer ‘s in identifying, pursuing, and securing new business opportunities. researching prospects, generating meeting opportunities, and nurturing contacts so that the producer can close more deals.

Market Research

• Conduct market research to identify potential clients, industries, and trends.
• Gather information on competitors and market conditions to support business development strategies.

Lead Generation

• Assist in identifying and qualifying potential leads through various channels, including online research and networking events.

Client Relationship Management

• Support the development and maintenance of client relationships by coordinating communication and follow-up activities.

Assist in the preparation of client engagement materials and presentations

Producer Partnership & Execution and partner closely with a Producer to support and execute against a growing and complex book of business

• Act as a right-hand partner by helping prioritize, organize, and manage day‑to‑day workflows and key initiatives
• Translate strategic goals into actionable plans, timelines, and deliverables
• Ensure deadlines, client commitments, and internal deliverables are consistently met
• Proactively identify risks, gaps, and opportunities to improve execution and service delivery

Project Management & Coordination

• Own and track timelines across multiple client‑facing and internal projects simultaneously
• Coordinate work across Account Managers, Analysts, and other internal stakeholders to drive projects forward
• Maintain visibility into open items, next steps, and dependencies; ensure timely follow‑up
• Support special projects, including client events, internal initiatives, and cross‑functional efforts
• Facilitate internal alignment through regular check‑ins, status updates, and action‑item tracking

Client & Business Support

• Support preparation and coordination for key client meetings, renewals, and deliverables
• Assist with development and organization of presentations, materials, and meeting agendas
• Help manage client communications, follow‑ups, and internal escalation as needed
• Leverage project management and CRM tools (e.g., Salesforce) to track progress, tasks, and key touchpoints
• Stay current on internal tools, templates, and processes that drive efficiency and consistency

Process Improvement & Operations

• Continuously evaluate and refine workflows to improve efficiency and reduce friction
• Support internal reporting, tracking, and planning efforts as needed
• Contribute to team‑wide initiatives, best practices, and operational improvements

Qualifications

• 3–7+ years of experience in project management, operations, consulting support, or a similar professional services environment
• Experience in employee benefits, insurance, consulting, or related professional services preferred
• Strong organizational and prioritization skills with the ability to manage competing demands
• Ability to operate independently while partnering closely with a senior stakeholder
• Strong communication skills with the ability to build trust and credibility across teams
• Detail‑oriented with strong problem‑solving and follow‑through capabilities
• Comfortable managing ambiguity and adapting priorities in a fast‑paced environment
• Proficiency in Microsoft Office (Excel, PowerPoint, Outlook); experience with CRM or project management tools a plus
• Comfortable leveraging AI‑enabled tools (e.g., Microsoft Copilot and future AI technologies) to improve efficiency, organization, and quality of work, including drafting, summarization, analysis, and workflow optimization

Why This Role Matters

• Thi Business Development Coordinator role is highly impactful—supporting Producers, clients, and internal teams alike. By bringing structure, discipline, and proactive coordination to complex workflows, the Project Manager enables stronger client experiences, more consistent execution, and scalable growth for the business.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long‑term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry‑leading health insurance, we offer additional options to support your overall health and wellbeing.

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.