• Job Description

  Req#: 5906
  
  
  
  
  
  
  
  Major Responsibilities:
  • Support Consultants in providing client services for an assigned book of global employee benefits business.
  • Client services are defined as providing administrative, technical and research support for Lockton’s Global Benefits Practice and coordinating special projects as assigned.
  • Support Consultants in developing and maintaining client, carrier and local broker relationships.
  • Partner with Lockton colleagues to conclude projects and monitor time spent and project budget.
  • Support data collection and update of Global Benefits portal.
  • Connect with international carriers and vendors in the cross borders space (health and welfare expatriate benefits, wellness), as well as local country brokers, to request benefits quotes, policy renewals, and track progress of client activity.
  General Duties Include:
  • Assist Consultants in preparation of client deliverables and materials, including but not limited to periodic status reports and financial and technical summaries.
  • Assist Consultants in tracking project progress and timelines, maintaining client files, populating and maintaining activity/issues trackers.
  • Support the client team providing information on renewal activity, pooling reports, and country logs.
  • Coordinate web event, webcast, and conference call logistics, including producing meeting agendas and meeting minutes.
  • Support the development of internal and client-facing documents and reports in Microsoft Word, Excel, PowerPoint, SharePoint, etc.
  • Perform research as needed for internal projects utilizing various internet resources, trade publications, and on occasion foreign-language sources.
  • Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
  • Cultivate image as a professional, trustworthy consultant internally and externally.
  • Assist Consultants by liaising with local Lockton Global offices and partners as requested.
  • Understand and adhere to set budgets by tracking time by project.
  #LI-KC2
  Requirements:
  • Bachelor's Degree in a business-related field.
  • 1-2 years of working experience in a corporate environment preferred.
  • Excellent computer skills. Proficient in all Microsoft applications with a heavy emphasis on Word, Excel, PowerPoint. Prior experience with CRM tools as a plus.
  • Strong customer service skills with the ability to develop sound relationships with team members and external contacts.
  • Works well in a fast-paced environment and able to maintain deadlines.
  • Effective communication skills and comfort working with colleagues in a virtual and phone-based environment.
  • Excellent organizational skills and the ability to multi-task effectively.
  • Project management skills to include the development, population and maintenance of project tracker tools.
  • Ability to think intuitively, assertively and creatively.
  Preferred Skills/Knowledge:
  • Fluency or professional proficiency in a foreign language helpful.
  • Degree in international studies or business is desired though not required.
  • Experience working or living abroad helpful though not required.
  
  #LI-KC2
  Additional Information
  
  
  
  
  
  
  
  
  

• About the company

  Lockton is the world’s largest independent insurance brokerage

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