Consultant

It is intended that the successful candidate will ‘hit the ground running’, taking on a portfolio of corporate client accounts to support the continued growth of the People Solutions practice. The role will also include working alongside senior members of the Consulting team on allocated strategic clients across multiple lines of business.

Job purpose

• Full accountability for a portfolio of client accounts across multiple lines of business (PMI, GIP, GLA, Dental, Cash Plan, Critical Illness, Health Screening, Travel Insurance, etc)
• Working with senior members of the Consulting team on strategic clients will create exposure to more challenging client situations and create the opportunity for mentoring, learning, and development
• Co-ordination of client specific support provided by the analyst hub to ensure day to day administration functions are undertaken in a timely and efficient manner
• Development of client relationships, benefit reviews and scheme placements to ensure client retention
• Solve problems, utilising strong relationships with providers where appropriate
• Training and mentoring of more junior colleagues

Key tasks and responsibilities

• Understand client benefit requirements and appropriateness of insurer services, coverage, and pricing
• Deliver day to day servicing of a client’s benefits programme to support retention and development of the business
• Ensure renewal timelines are met, market reviews completed, terms are strongly negotiated and schemes placed and appropriately documented in advance of renewal
• Undertake second pair of eyes checks and have technical oversight of others work
• Help train more junior team members
• Ensure compliance requirements are fully met and support the Technical Benefits Lead in fulfilling our internal policies and controls
• Identify and undertake consulting projects
• Support new business team on new client opportunities
• Proactive and thoughtful management of annual timelines and support activities for shared clients
• Having a commercial view of client relationships and look for opportunities to drive strategy and revenue opportunities

Experience/competencies

• Experience in UK benefits market
• Literate in all MS Office applications and particularly proficient in Excel and PowerPoint
• Appreciation of current market dynamics and challenges for corporate clients
• In depth product knowledge of core insurance processes
• Strong negotiation skills to drive best value for your clients
• Ability to handle difficult conversations but also identify when an alternative Lockton colleague should be bought in
• Ability to create client ready documents
• Strong verbal and written communication and client relationship skills
• Comfortable presenting to senior stakeholders
• Detail oriented and problem solver
• Ability to collaborate effectively with colleagues and providers
• Ability to juggle multiple priorities and manage time effectively, focusing on balancing priorities, targets, and deadlines
• Good critical thinker and able to distil complex issues down into clear, actionable tasks
• Demonstrate a desire to learn, a proactive approach to all aspects of the role, and ability to research information

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