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 SME 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
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