General information Reference 003992 Location United Kingdom, London, London Work Place Hybrid Region UK Job Profile Lockton - Experienced Professional Title Consultant ( Global Mobility ) Description The purpose of this role is to provide service delivery to clients across the Expat, International and Cross-Border benefits team. Responsible for leading large, complex, SME international benefits accounts, and working closely with our sales team on the onboarding of new clients and prospects CLIENT FOCUS/MANAGEMENT · Manage Lockton’s large, more complex SME accounts including the preparation of client deliverables and materials across the range of international benefit propositions and services. · Work closely with our sales team on the onboarding of new clients · 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 · Monitor the tracking of renewals, production of renewal reports, maintaining client files, populating, and maintaining activity/issues trackers. · Own and coordinate membership changes, queries, and the tracking of invoices for clients. · Produce drafts of meeting agendas and meeting minutes/actions. · Responsible for a portfolio of SME clients, acting as the lead consultant managing all client activity. · Support client-facing technology tools by adding new users and providing basic troubleshooting. · Understand the client engagement and manage any budgets/other metrics through effective project tracking. · Ensure 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. · Form relationships with key international carriers to build knowledge and understanding of each proposition. · Proactively work with the Broking Desk to ensure client renewals are managed effectively and delivered on time. NEW BUSINESS · Support with new business opportunities including RFP responses. · Ownership for pricing and scoping of small-medium sized projects · Upselling and cross-selling relevant lines of business where appropriate MANAGING SELF & DEVELOPMENT · Effective email management to keep on top of tasks and issues. · Coordinate meetings, calls and other events including arranging the technology and structure. · Lead internal calls and attend client calls where appropriate. · Undertake relevant training to develop skills and knowledge to apply to clients and the wider business. Candidate Profile 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 Expat and International Benefits Minimum of four years’ experience in the insurance/employee benefits sector 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. Custom section 3 Scheduled Full Time Permanent