Benefits Analyst

Lockton; Bradley Stoke; On-site; GBP 28,000 - 38,000; Full time

Job summary

Lockton People Solutions team is seeking an experienced Benefit Analyst in the SME unit. You will support consultants, help onboard new clients, and assist with benefit reviews and policy implementations.

The role emphasizes accurate data handling, client communication, and collaboration with insurers and internal teams. The ideal candidate will bring insurance/employee benefits experience, strong Excel and PowerPoint skills, and a commitment to exceptional service.

Qualifications

• Experience in insurance or employee benefits environment.
• Strong customer service skills with external contacts.
• Proficient IT skills with emphasis on Excel and PowerPoint.
• Ability to communicate clearly in writing and verbally.
• Excellent organisational and analytical abilities.

Responsibilities

• Communicate professionally to ensure processes are followed.
• Liaise with clients, insurers and internal colleagues.
• Support consultants to provide client service per SLAs.
• Ensure compliance and keep Lockton database up to date.
• Assist with process/system changes and renewals preparation.
• Prepare client reports, data sets and presentations.
• Handle client enquiries via telephone and email.

Skills

Insurance knowledge

Customer service

Excel

PowerPoint

Communication

Time management

Attention to detail

Analytical thinking

Tools

Excel

PowerPoint

Job description

Benefits Analyst

Date: 2026-08-19

Location: Bradley Stoke, Gloucestershire, GB, BS32 9

Application Deadline: 2026-09-20T22:50:28.287

Lockton People Solutions team are looking for an experienced and organised Benefit Analyst, within the SME team. As part of your role you will also be tasked with working alongside consultants to support existing clients, as well as the SME producers in ensuring a smooth onboarding experience for new clients.

Role Purpose

This role is an excellent opportunity for a professional administrator to develop their skills and experience in a more specialist, technical environment, working alongside consultants to exceed client expectations. The associate will be responsible for supporting the development of client relationships, assisting with benefit reviews and the implementation of new policies, administration and client/member queries.

Key Responsibilities: Benefit Analyst (SME)

• Communicate effectively and professionally, both verbally and in writing to ensure our processes are being adhered to in a consistent manner across the team.
• Liaise and build ongoing relationships with clients, insurers and internal colleagues.
• Support the Consultants in providing exceptional service to clients in accordance with the agreed service level agreement's.
• Ensure compliance requirements and internal controls are fully met and Lockton database is kept up to date with client/policy changes.
• Support with the implementation of process and system changes.
• Obtain policy information from insurers to support the Consultant with scheme renewals.
• Prepare benefit specifications, manage scheme accounting, run census data audits and ad-hoc consulting projects.
• Obtain new business and renewal quotes and collate results for the Consultants.
• Preparation of client reports, data sets, benchmarking and client presentations.
• Manage telephone enquiries from clients, including managing client mailboxes.
• Provide daily support to employees/scheme membership, dealing with all enquiries and acting as the main point of contact.

About You

Suitable candidates will have proven professional administration experience either from insurance/employee benefits or another professional services industry (or similar). We are looking for individuals with the following knowledge and skills:

• Experience working within an insurance or intermediary environment, ideally with a focus on private healthcare and group risk.
• Strong customer service skills with the ability to develop sound relationships with team members and external contacts.
• Good IT skills. Proficient in all Microsoft applications with a heavy emphasis on Excel and PowerPoint.
• Ability to think intuitively, assertively and creatively.
• Ability to communicate effectively and professionally, both verbally and in writing, with clients, insurers and other associates, and build on these relationships.
• Ability to manage time effectively focusing on priorities, targets and deadlines, working at pace without compromising quality.
• Attention to detail and accuracy of all outputs.
• Excellent organisational skills.
• Analytical and problem-solving skills, including research and investigation.

#s1-Gen

Lockton People Solutions team are looking for an experienced and organised Benefit Analyst, within the SME team. As part of your role you will also be tasked with working alongside consultants to support existing clients, as well as the SME producers in ensuring a smooth onboarding experience for new clients. Role Purpose:This role is an excellent opportunity for a professional administrator to develop their skills and experience in a more specialist, technical environment, working alongside consultants to exceed client expectations. The associate will be responsible for supporting the development of client relationships, assisting with benefit reviews and the implementation of new policies, administration and client/member queries. Key Responsibilities: Benefit Analyst (SME)Communicate effective and professionally, both verbally and in writing to ensure our processes are being adhered to Liaise and build ongoing relationships with clients,
insurers and internal colleaguesSupport the Consultants in providing exceptional service to clients in accordance with the agreed service level agreement'sEnsure compliance requirements and internal controls are fully met and Lockton database is kept up to date with client/policy changesSupport with the implementation of process and system changesObtain policy information from insurers to support the Consultant with scheme renewalsPrepare benefit specifications, manage scheme accounting, run census data audits and ad-hoc consulting projectsObtain new business and renewal quotes and collate results for the ConsultantsPreparation of client reports, data sets, benchmarking and client presentationsManage telephone enquiries from clients, including managing client mailboxesProvide daily support to employees/scheme membership, dealing with all enquiries and acting as the main point of contact About YouSuitable candidates will have proven professional administration experience either fromInsurance/ Employee Benefits or another professional services industry (or similar). We are looking for individuals with the following knowledge and skills:Experience working within an insurance or intermediary environment, ideally with a focus on private healthcare and group riskStrong customer service skills with the ability to develop sound relationships with team members and external contactsGood IT skills. Proficient in all Microsoft applications with a heavy emphasis on Excel and PowerPointAbility to think intuitively, assertively and creativelyAbility to communicate effectively and professionally, both verbally and in writing, with clients, insurers and other associates, and build on these relationshipsAbility to manage time effectively focusing on priorities, targets and deadlines, working at pace without compromising qualityAttention to detail and accuracy of all outputsExcellent organisational skillsAnalytical and problem-solving skills, including research and investigation.