The purpose of this role is to support the service delivery of client accounts across the People Solutions practice. Responsible for the development of client relationships, managing benefit reviews/placements and ensuring services are coordinated and delivered effectively.
Key Tasks & Duties
* Understand clients' benefit requirements and provide advice on insurers' services, coverage, and pricing.
* Deliver day-to-day servicing to support retention and development of the business.
* Prepare risk specifications, manage scheme accounting, run census data audits, and ad-hoc consulting projects.
* Ensure renewal timelines are met, market reviews undertaken, and policies placed in advance of renewal.
* Review service disruption/dissatisfaction and implement appropriate actions with carriers to resolve.
* Support the broader development of insurer relationships.
* Ensure compliance requirements and internal controls are fully met.
* Oversee delivery of claims and underwriting activity.
* Coordinate the use of other Lockton specialist teams where required.
Skills & Knowledge
* Proven experience in SME broking/consulting environment.
* Principal focus on healthcare and group risk insurances (ideally both) with exceptional client relationship skills.
* Ability to manage time effectively focusing on priorities, targets, and deadlines.
* Good critical thinker and able to distill complex issues down into clear, actionable recommendations.
* Demonstrate a desire to learn, a proactive approach, and ability to research information.
Seniority Level
Associate
Employment Type
Full-time
Job Function
Business Development and Consulting
Industries
Insurance
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