The purpose of this role is to provide service delivery to clients across the People Solutions practice. Responsible for supporting consultants on larger accounts and leading smaller accounts in providing client services for an assigned book of global employee benefits business.
CLIENT FOCUS/MANAGEMENT
* Lead small-mid sized accounts including the preparation of client deliverables and materials across the range of global benefit propositions and services.
* Work with consultants on larger/more complex accounts to prepare client deliverables and materials across the range of global benefit propositions and services.
* Understand the “why” (the reason) for the work being needed and delivered to a client.
* Work with client team members in directing, addressing, and resolving client queries issues about global benefit issues.
CLIENT DELIVERY
* Consider and deliver idea suggestions or updates to clients/lead consultants.
* Use and interpret the client data about renewals, projects, and other trackers to work with and manage the client.
* Use meeting agendas and meeting minutes/actions to frame delivery.
* Oversee the Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
* Manage the scope, budget, and other metrics through effective project tracking. Watch out for scope creep.
* Monitor adherence with any Lockton processes to ensure compliance and risk management of delivery e.g. data protection process, maintaining audit trails.
MAKING EFFECTIVE CONNECTIONS
* Develop networks with the Lockton Global Partner offices, peers, and other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) to progress various tasks using a partnership approach that facilitates high-quality results and process workflow.
* Proactively consult with local Lockton Global offices and partners as needed to resolve any issues.
NEW BUSINESS
* Support with new business opportunities including RFP responses.
* Ownership for pricing and scoping of small-medium sized projects
MANAGING SELF & DEVELOPMENT
* Effective email management to keep on top of tasks and issues.
* Lead appropriate meetings, calls, and other events.
* Monitor the set up the technology and client infrastructure e.g. Salesforce.
* Undertake relevant training to develop skills and knowledge to apply to clients and the wider business.
* Undertake training around client consulting
* Expand awareness of research and resources available, internet research, accessing trade publications, and on occasion foreign-language sourced documents.
Managing Others
* Buddy, develop and train any Global Benefits Analysts & Associate Consultants.
* Delegate & check appropriate tasks to a Global Benefits Analyst & Associate Consultants.
Qualifications
Desired skills & knowledge:
* Bachelor's degree and/or experience in a role which reflects the skills and client management experience which will be transferred to the world of Global Benefits
* Have completed training courses/qualifications in core areas such as insurance, international benefits (IEBA), HR or another related discipline
* Experienced with basic computer skills & packages including Microsoft applications – Teams, Word, Excel, PowerPoint
* Strong client focus with the ability to develop positive relationships with team members and external contacts
* Can work well in a fast-paced environment with multiple workstreams and able to achieve and manage timescales for delivery
* Effective written and verbal communication skills and comfort collaborating with colleagues in both an office and a virtual environment
* Excellent organizational skills and the ability to multi-task effectively
* Ability to solve problems and cope with challenges.
Further Experience, Skills, Or Knowledge
* Relevant corporate & client management experience
* Fluency or professional proficiency in a foreign language is often helpful
* Any other professional qualifications or training are also an advantage
* Experience working or living abroad is helpful although not required.