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Lockton · 3 hours ago

Commercial Insurance Prospect Analyst

Houston, TX

Full-time

Onsite

New Grad, Entry Level

Lockton is a leading commercial insurance broker, and they are seeking a Commercial Insurance Prospect Analyst to enhance their prospecting efforts. The role involves utilizing CRM tools to identify potential clients, generating leads, and analyzing data to improve sales strategies.

Auto InsuranceInsuranceRisk Management

H1B Sponsor Likely

Responsibilities

Utilize Salesforce and other CRM tools to identify and qualify potential commercial insurance prospects within targeted industries and demographics

Create high-impact communication strategies to increase prospect engagement

Initiate contact with potential clients through emails, networking events, and marketing campaigns to generate interest in commercial insurance solutions

Analyze prospect data to identify trends, opportunities, and areas for improvement in our sales strategies

Maintain and update prospect information in Salesforce, and CRM database ensuring proper follow up and communication throughout the sales cycle

Coordination with the client team in identifying cadences and scopes of pertinent and relevant communication strategies

Generate and present reports on prospecting activities, lead conversion rates, and other key metrics to the sales and management teams

Work closely with the Producer to develop and implement effective prospecting strategies and campaigns

Conduct market research to stay informed about industry trends, regulatory changes impacting the commercial insurance market, competitor activities, and potential new markets to refine lead generation strategies

Gather and analyze customer feedback to improve our prospecting and sales processes

Qualification

SalesforceCRM systemsData analysisCommercial insurance experienceAnalytical skillsCommunication skillsProblem-solving skillsInterpersonal skillsDetail-oriented

Required

Bachelor's degree in Business, Marketing, Finance, or a related field

Strong communication skills, sales acumen, business acumen and networking skills

Proven experience in a similar role, preferably in the commercial insurance industry

Proficiency in Salesforce and other CRM systems

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

Ability to work independently and as part of a team

Detail-oriented with a high level of accuracy in data management

Company

Lockton

Glassdoor4.0

Lockton provides risk management and insurance services.

Founded in 1966

Kansas City, Missouri, USA

10001+ employees

https://www.lockton.com/offices/uk

H1B Sponsorship

Lockton has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2023 (1)