At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Your responsibilities
The purpose of this role is to support the service delivery to clients across the People Solutions practice. Responsible for supporting consultants in providing client services for an assigned book of global employee benefits business.
Client focus
- Assist consultants in the preparation of client deliverables and materials across the range of global benefit propositions and services.
- Understand the “why” (the reason) for the work being needed and delivered to a client.
- Support client team members in directing, addressing, and resolving client queries issues about global benefit issues.
Client delivery
- Assist consultants in tracking renewals, project progress and timelines, maintaining client files, populating, and maintaining activity/issues trackers.
- Produce first drafts of meeting agendas and meeting minutes/actions.
- Own and coordinate Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
- Support client-facing technology tools by adding new users and providing basic troubleshooting.
- Understand the scope and adhere to any budgets/other metrics through effective project tracking.
- Ensure adherence with any Lockton processes to ensure compliance and risk management of delivery e.g. data protection process, maintaining audit trails.
Making effective connections
- Form a network with the Lockton Global Partner offices, peers, and other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) to progress various tasks using a partnership approach that facilitates high-quality results and process workflow.
- Assist Consultants by consulting with local Lockton Global offices and partners as requested.
Managing self development
- Effective email management to keep on top of tasks and issues.
- Coordinate meetings, calls and other events including arranging the technology and structure.
- Undertake relevant training to develop skills and knowledge to apply to clients and the wider business.
- Build on knowledge of computer packages to include the Lockton technology and apply/use effectively e.g. Salesforce.
- Understand and undertake research as needed for internal and making use of various Lockton resources, internet research, accessing trade publications, and on occasion foreign-language sourced documents.
Qualifications
Desired skills & knowledge
- Bachelor's degree in a discipline which reflects the skills and experience which will be transferred to the world of Global Benefits
- Understand or the basic concepts of insurance with a commitment to expand knowledge e.g. willingness to complete a qualification
- Competent in basic computer skills & packages including Microsoft applications - Word, Excel, PowerPoint
- Strong client focus with the ability to develop positive relationships with team members and external contacts
- Can work well in a fast-paced environment with multiple workstreams and able to achieve and manage timescales for delivery
- Effective written and verbal communication skills and comfort collaborating with colleagues in both an office and a virtual environment
- Excellent organizational skills and the ability to multi-task effectively
- Ability to solve problems and cope with challenges.
Further experience skills or knowledge
- Some evidence of work-based experience in a corporate environment is helpful
- Fluency or professional proficiency in a foreign language is often helpful
- Some experience of international markets/studies can also be helpful
- Any professional qualifications across insurance, international benefits or other related disciplines are an advantage
- Experience working or living abroad is helpful although not required.
Equal opportunity statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
