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
*
Proven experience in UK SME benefit 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