Lead Generation Specialist, Commercial Risk - Rogersgray

RogersGray, A Baldwin Risk Partner, is a place where smart, dedicated, ambitious, and motivated people come together to build something meaningful. We work hard, brainstorm often, and laugh a lot. If you want the opportunity to work in a supportive environment, challenge yourself and learn new skills, we want to talk to you.

POSITION SUMMARY:

• The role of a Lead Generation Specialist, Commercial Risk (LGS) is to continuously hunt for new opportunities to engage with. Once a prospect has been determined, the LGS will initiate a smooth handoff of the lead to a Qualified Advisor. Leads will be targeted though digital campaigns, events and overall networking.

PRIMARY RESPONSIBILITIES:

• Quarterly KPI's will be implemented to build transparency around performance metrics and growth opportunity: 200 Touch Points a Week (Email Campaigns, Phone Calls, Meetings/Webinars, Events

• Monthly New Prospect Meeting Goals: 15-20 per month

• Utilization of 3rd Party Technology to Qualify, Automate and Record leads: ZoomInfo

• Prospecting and Lead Optics, Mass Lead Pulls, Websights, Insights, PureChat, Website Lead Communication, Pardot, Mass Lead Email Campaigns, Salesforce

• Lead Management

• Transfer leads to Producer

• Cadence Management for Targeted Prospects

• Landing Page and Forms

• Partnership with Marketing

• Develop service and market specific landing pages and forms to push out in targeted campaigns

• Targeted Lead Generation

• Producer One on One Support

• Support each producer by pulling market specific leads from ZoomInfo and launching highly targeted campaigns to generate leads. These would be smaller campaigns (between 100-200 prospects) that would consist of leads that are already actively looking for Insurance Services based on information gathered by MiEdge, Websights and Insights.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• Education: None required; Bachelor's degree preferred

• Certification(s): None required; None preferred

• License(s): None required; None preferred

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Innovative and Motivated

• Enjoys selling

• Flexibility

• Excellent communication, organizational and time management skills as well as interpersonal skills.

• Work independently and as a member of a highly cohesive team.

• Ability to multi-task in a fast-paced environment.

• Must be well organized with demonstrated effective time-management and computer skills.

• Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

• While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.

SPECIAL WORKING CONDITIONS:

• Fast paced multi-tasking environment

IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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