Associate Consultant – Healthcare and Risk

Lockton; Bristol; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading insurance firm in the Greater Bristol Area is seeking an Associate Consultant to support client accounts across the People Solutions practice. This role involves managing client relationships, overseeing benefit reviews, and ensuring effective service delivery. Ideal candidates are experienced in UK SME benefit broking and possess strong client relationship skills, with a focus on healthcare and group risk insurances.

Qualifications

• Proven experience in UK SME benefit broking/consulting environment.
• Focus on healthcare and group risk insurances.
• Exceptional client relationship skills.

Responsibilities

• Understand clients' benefit requirements and provide advice.
• Deliver day-to-day servicing to support business retention.
• Prepare risk specifications and manage scheme accounting.

Skills

Experience in UK SME benefit broking

Healthcare and group risk insurances

Client relationship skills

Time management

Critical thinking

Proactive approach

Job description

Overview

Associate Consultant – Healthcare and Risk
Lockton, Greater Bristol Area, United Kingdom

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
• Co-ordinate the use of other Lockton specialist teams where required

Skills & Knowledge

• Proven experience in UK SME benefit broking/consulting environment
• Principal focus on healthcare and group risk insurances (ideally both)
• Exceptional client relationship skills
• Ability to manage time effectively focusing on priorities, targets and deadlines
• Good critical thinker and able to distil 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

General Business

Industries

Insurance