Client Advocate - Los Angeles

Only for registered members Los Angeles, United States

1 day ago

Default job background
Full time
The Client Advocate works exclusively with a Lockton Producer to drive business growth by supporting new business activities and managing daily operations for the existing book of business leading internal collaboration with account teams to ensure strong client retention This role is designed to maximize the Producer's capacity to focus on revenue generation and expansion efforts across their book of business and the broader West Series New Business Activities Research and identify target markets businesses and decision-makers initiate contact develop relationships to drive sales Acquire new business revenue across target regions industry verticals Manage the sales pipeline through outreach prospect research cold calling networking Prepare for prospect meetings gathering data aligning team strategies developing presentation materials Manage identified client accounts on behalf of Producer maintain excellent client relationships attend client meetings establish a working knowledge of each account's renewal process in order to provide valued assistance during marketing placement Day-to-Day Book Management Collaborate design execute a business plan including market strategies financial targets marketing personal development evaluate adjust efforts optimize growth Oversee standard operating procedures for client onboarding renewals engagement reporting refine efficiency outcomes Maintain audit tracking systems reporting insights into Lockton policies procedures Ensure all decisions actions align current insurance products trends through professional development
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