Facilities Broker

Lockton; Manchester; On-site; GBP 42,000 - 56,000; Full time

Job summary

Lockton in Manchester is seeking a data-driven professional to manage and govern the flow of opportunities through facilities, ensuring eligibility and timely progression. You will produce MI, track conversion and placement outcomes, and report to leadership on performance and trends.

The role requires strong analytical and Excel skills, stakeholder influence, and a commercial mindset to drive improvements and robust reporting across insurer partnerships.

Qualifications

• Strong analytical and problem-solving skills.
• Advanced Excel and data analysis capability.
• Ability to interpret information and identify trends.
• Excellent organisational skills.
• Strong communication and presentation skills.
• Ability to build relationships and influence stakeholders.
• Attention to detail and accuracy.
• Commercial awareness and results-focused mindset.

Responsibilities

• Manage and monitor the flow of opportunities through facilities.
• Validate opportunities against agreed facility eligibility criteria.
• Track pipeline progression, ageing, bottlenecks and outstanding actions.
• Maintain accurate records and reporting of opportunities and outcomes.
• Escalate delays or issues where required and support delivery of agreed service standards.
• Produce regular management information and performance reports.
• Track conversion rates, utilisation and placement outcomes across facilities.
• Analyse trends and identify opportunities to improve outcomes.
• Report back to leadership and stakeholders on placement outcomes and facility performance.
• Support quarterly business reviews and performance discussions with insurer partners.
• Build strong working relationships internally with brokers, placement teams, client service teams and business leaders.
• Act as a key point of contact for facility-related enquiries.
• Promote understanding and utilisation of facilities across the business.
• Coordinate engagement activity and maintain clear stakeholder communication.
• Arrange and coordinate insurer meetings and review sessions.
• Prepare agendas, performance packs, presentations and discussion materials.
• Track actions arising from insurer meetings and ensure follow-up activity is completed.
• Identify opportunities to improve facility utilisation, data quality and operational effectiveness.
• Assist with reporting, data and process improvement initiatives.

Skills

Analytical skills

Data analysis

Advanced Excel

Interpret data

Communications

Presentation skills

Stakeholder management

Attention to detail

Commercial awareness

Tools

CRM systems

Reporting tools

Workflow management tools

Job description

• Manage and monitor the flow of opportunities through facilities.
• Validate opportunities against agreed facility eligibility criteria.
• Track pipeline progression, ageing, bottlenecks and outstanding actions.
• Maintain accurate records and reporting of opportunities and outcomes.
• Escalate delays or issues where required and support delivery of agreed service standards.

Your Responsibilities

Pipeline Management & Governance

• Manage and monitor the flow of opportunities through facilities.
• Validate opportunities against agreed facility eligibility criteria.
• Track pipeline progression, ageing, bottlenecks and outstanding actions.
• Maintain accurate records and reporting of opportunities and outcomes.
• Escalate delays or issues where required and support delivery of agreed service standards.

Performance Analysis & Reporting

• Produce regular management information and performance reports.
• Track conversion rates, utilisation, retention and premium performance.
• Track and monitor placement outcomes across facilities.
• Analyse trends and identify opportunities to improve outcomes.
• Report back to leadership and stakeholders on placement outcomes and facility performance.
• Support quarterly business reviews and performance discussions with insurer partners.

Relationship Management

• Build strong working relationships internally with brokers, placement teams, client service teams and business leaders.
• Act as a key point of contact for facility-related enquiries.
• Promote understanding and appropriate utilisation of facilities across the business.
• Develop productive relationships with insurer underwriting and distribution teams.
• Coordinate engagement activity and maintain clear stakeholder communication.

Insurer Engagement

• Arrange and coordinate insurer meetings and review sessions.
• Prepare agendas, performance packs, presentations and discussion materials.
• Track actions arising from insurer meetings and ensure follow-up activity is completed.
• Support the ongoing development of insurer and capacity partner relationships.

Continuous Improvement

• Identify opportunities to improve facility utilisation, data quality and operational effectiveness.
• Assist with reporting, data and process improvement initiatives.
• Help standardise pipeline reporting, governance and review processes.
• Contribute to initiatives that enhance client and business outcomes.

Qualifications

Essential

• Strong analytical and problem-solving skills;
• Advanced Excel and data analysis capability;
• Ability to interpret information and identify trends;
• eExcellent organisational skills;
• Strong communication and presentation skills;
• Ability to build relationships and influence stakeholders;
• Attention to detail and accuracy;
• Commercial awareness and results-focused mindset.

Experience

• Experience in an analytical, operational, account management, business support or project coordination role;
• Experience producing management information, reports or business insights;
• Experience working with a range of internal and external stakeholders

Desirable

• Experience within insurance, financial services or professional services;
• Experience preparing management reports, presentations or business reviews;
• Familiarity with CRM, reporting or workflow management tools.

Not Essential

• Technical insurance qualifications, detailed underwriting knowledge or previous placement/broking experience. Training and support will be provided.