Supports overall business planning, including due diligence and new-business creation
Independently drives new business opportunities by gathering intelligence on current and potential clients, analyzing market trends and industry segments, evaluating impact to Lockton, developing market strategy, and implementing marketing plans
Uses market intelligence to develop integrated revenue/expense analyses, valuation of opportunities, projections, reports, and presentations
Identifies trends and developments in competitive environments and presents findings to stakeholders
Adheres to benchmarks and best practices to measure success in developing new business
Maintains accurate record systems of past and potential opportunities including updating and enriching CRM data and tracking/nurturing prospective opportunities/pipeline.
Acts as central point of contact for stakeholders including Producer Partner, legal, finance and operations
Collaborates on business plans for merger and acquisition opportunities including integration planning
Formulates and negotiates contractual arrangements
Constructs new issue and takeover timetables
Supports local initiatives through new idea generation and process modification
Ensures initiatives comply with internal standards and external regulations
Assists with organizational strategic planning processes
Maintains standardized report language and templates
Performs other responsibilities as needed
Numbers & Facts
Location
San Francisco, CA
Skills
Acquisition Integrationunmatched
Benchmarkingunmatched
Best Practicesunmatched
Business Developmentunmatched
Business Planunmatched
Business Strategyunmatched
Business Supportunmatched
Competitive Analysis/Strategyunmatched
Consultingunmatched
Contract Negotiationunmatched
Customer Relationship Management (CRM)unmatched
Due Diligenceunmatched
Expense Analysisunmatched
Financial Analysisunmatched
Financial Operationsunmatched
Intelligence Gatheringunmatched
Legalunmatched
Market Trend Analysisunmatched
Marketing Planunmatched
Marketing Strategyunmatched
Mergers and Acquisitionsunmatched
Process Developmentunmatched
Record Keepingunmatched
Regulationsunmatched
Revenue Analysisunmatched
Strategic Planningunmatched
Systems Maintenanceunmatched
Trend Analysisunmatched
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