Job Purpose
The Business Development & Sales Professional plays a pivotal role in driving Lockton's growth within the Employee Benefits insurance segment. This role is responsible for identifying and securing new business opportunities, delivering strategic broking advice, and managing the placement and execution of employee benefits programs for mid-sized to large corporate clients. With a strong focus on consultative selling and client engagement, the incumbent will serve as a trusted advisordelivering tailored benefits solutions that balance cost, compliance, and workforce wellbeing. Operating in alignment with Lockton's code of conduct and commitment to service excellence, this role also supports cross-functional collaboration to ensure seamless delivery and sustained client satisfaction.
Key Tasks, Duties and Measurements
- Build and maintain trusted relationships with HR and C-suite stakeholders
- Conduct needs assessments and delivers tailored employee benefits proposals
- Lead benefits plan design and broking discussions, including benchmarking and RFPs
- Facilitate onboarding of new clients and ensure a smooth transition from incumbent brokers
- Conduct regular review meetings and communicate proactively on plan performance and renewal strategies
- Collaborate with internal teams (wellbeing, placement, legal, digital) to deliver holistic client solutions
- Identify and convert new business opportunities through prospecting, referrals, networking, and events
- Prepare and deliver proposals and pricing strategies for new and renewing clients
- Negotiate placement terms and brokerage revenue with insurers
- Maintain and update sales pipeline in CRM with accuracy and discipline
- Collaborate with placement and analytics teams to improve deal profitability
- Operational Excellence & Innovations
- Ensure all sales and servicing activities meet Lockton's compliance, regulatory, and documentation standards
- Complete and file client agreements, proposal documents, and KYC documents on time
- Work closely with internal teams (e.g. placement, wellness, compliance, tech) to ensure seamless client delivery
- Participate in internal training sessions, team knowledge sharing, and vendor updates
Qualification and Experience
- Relevant Insurance Diploma
- Insurance relevant specialty/technical diploma
- Degree-level educated
- 5+ years of business development of broking experience
- Demonstrated substantial year on year growth in Employee Benefits revenues.
Competencies
- Ability to manage the administration and implementation of clients global risk management programme; placement and servicing of Local insurance programs;
- Self-starter, ability to work in complete autonomy.
- Good interpersonal, communication skills
- Ability to work under pressure and deliver results
- High level of Leadership and management qualities
- Possess skills to interact and to build relationship with team, internal and external clients/vendors
- Demonstrates regulatory awareness where appropriate.
- Able to practiseperform ethically
- Demonstrates and adopt Lockton's core values
