Benefits Analyst

Lockton; West of England; On-site; GBP 32,000 - 52,000; Full time

Job summary

Lockton is seeking an experienced Benefit Analyst (SME) to join the People Solutions team. You will support consultants, manage client queries, and assist with benefit reviews and policy implementations.

The role involves handling client relationships, preparing reports, and coordinating with insurers to ensure smooth onboarding and ongoing service excellence for SME clients.

Qualifications

• Experience in insurance or intermediary environment, ideally with private healthcare and group risk.
• Strong customer service skills and ability to develop sound relationships with team members and external contacts.
• Proficient in Microsoft applications with emphasis on Excel and PowerPoint.
• Excellent written and verbal communication with clients, insurers and associates.
• Ability to manage time effectively with targets and deadlines; work at pace without compromising quality.
• Attention to detail and accuracy in outputs.
• Excellent organisational skills.
• Analytical and problem-solving abilities.

Responsibilities

• Communicate effectively and professionally to ensure processes are followed consistently across the team.
• Liaise and build relationships with clients, insurers and internal colleagues.
• Support Consultants in providing excellent service to clients per SLA.
• Ensure compliance requirements and internal controls are met and Lockton database updated with client changes.
• Assist with process and system changes implementation.
• Obtain policy information from insurers to support renewals.
• Prepare benefit specifications, manage scheme accounting, run census data audits and ad-hoc projects.
• Obtain new business and renewal quotes and collate results for Consultants.
• Prepare client reports, data sets, benchmarking and presentations.
• Manage telephone enquiries and client mailboxes.
• Provide daily support to employees/scheme membership and act as main point of contact.

Skills

Excel

PowerPoint

Microsoft Office

Customer service

Analytical skills

Problem-solving

Time management

Attention to detail

Organisational skills

Communication skills

Job description

Your Responsibilities

Our 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.

Your Responsibilities

Our 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.

Qualifications

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