You will support Regional Consultants in managing global and regional client portfolios, coordinating with local country teams on renewals, placements, stewardship meetings and ongoing account management. The role will also contribute to organic growth and new business development, deliver against agreed annual targets, and strengthen team capability through product and market training, mentoring and knowledge sharing.
Responsibilities
Client Management
- Support Regional Consultants in delivering placement, marketing and consulting services to global and regional clients, in line with agreed account strategies.
- Partner with in-country teams to coordinate client programmes and resolve queries relating to regional and global benefits.
- Build strong client relationships and continuously enhance service quality, supporting client retention and revenue growth.
- Prepare placement documentation, quotations and insurance summaries based on agreed terms with insurers.
- Review policies, endorsements and invoices for accuracy and timeliness, and support the preparation of renewal discussions and client presentations.
- Drive best practices and support the implementation of effective processes across the team.
- Ensure timely and accurate invoicing, follow up on outstanding payments and resolve debtor queries to support prompt collection of premiums and fees.
- Identify opportunities for organic growth, including cross-selling services across Lockton.
- Support the retention and growth of renewal income in line with agreed budgets and performance objectives.
Operational Excellence & Innovation
- Coordinate and track renewals, projects, key milestones and deliverables, ensuring client records and activity trackers remain accurate and up to date.
- Maintain accurate client, policy and contact information within Salesforce (Global Navigator).
- Stay informed of developments in the insurance market, products and coverage, and share relevant insights with colleagues and clients.
- Conduct research using internal and external resources to support client and business requirements.
- Develop and maintain strong relationships with insurers and other market partners at both operational and strategic levels.
- Ensure all activities comply with applicable regulations, Lockton's internal standards, procedures and Code of Conduct.
Requirements
- At least 2 years of insurance broking experience, with Employee Benefits experience an advantage.
- Degree, relevant insurance qualification or technical diploma preferred.
- Strong client service and relationship management skills.
- A proactive, can-do attitude with a strong sense of accountability.
- Strong problem-solving, communication and attention to detail.
- Proficiency in Microsoft Office, particularly Excel, PowerPoint, Word and Outlook.
- Professional proficiency in an additional language would be an advantage.
Why Join Us?
Lockton is built on a culture of trust, collaboration, and long-term thinking. We invest in our people, value diverse perspectives, and empower individuals to take ownership-creating an environment where you can do your best work and build a lasting career.