Client Advocate
Your Responsibilities
The Client Advocate works exclusively with a Lockton Producer to drive people solutions business growth by supporting new business activities, managing daily operations for the existing book of business, and leading internal collaboration 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. Tenured experience in oversight of global benefits clients and programs is required. Ideal candidates for this role also have a technical experience in the private equity sector and supporting clients who are engaged in M&A activity.
Position Responsibilities
New Business Activities
- Research and identify target markets, businesses, and decision-makers; initiate contact and develop relationships to drive sales
- Acquire new business revenue across target regions and industry verticals
- Manage the sales pipeline through outreach, prospect research, cold calling, and networking
- Prepare for prospect meetings by gathering data, aligning team strategies, and developing presentation materials
- Manage the RFP process and develop responses with minimal oversight
- Create relevant content (e.g., marketing materials, white papers) tailored to target segments
- Identify and attend industry conferences, handling pre- and post-event engagement
- Support branding and exposure efforts through ext...
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