Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Global Benefits Senior Analyst
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 People Solutions Practice and coordinating special projects as assigned.
- Support Consultants in developing and maintaining client relationships.
- In select situations, Sr. Analysts will work directly with clients, though in most instances work will be done in tandem with assigned Consultant.
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 team members in addressing and resolving client issues involving claims, administration, compliance, etc.
- 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, Salesforce, 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.
- Coordinate with other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) on various tasks using a partnership approach that facilitates high-quality results and process workflows.
- Assist Consultants by liaising with local Lockton Global offices and partners as requested.
- Understand and adhere to set budgets by tracking time by project.
- Bachelor's Degree in a business-related field, liberal arts, or international studies is preferred, or an equivalent level experience in the insurance industry
- Understanding of employee benefits / insurance at an intermediate level, with the ability to learn quickly
- Experience working with cross border benefits to include well developed understanding of underwriting and pricing principles
- Experience working with global insurer administration, member service, and claims paying systems
- Experience with local benefits issues. Should possess at least a basic knowledge of local benefits in our clients' most common countries
- 4 years+ of working experience in a corporate environment preferred
- Fluency or professional proficiency in a foreign language preferred
- Experience working or living abroad helpful, though not required
- Proficient in all Microsoft Office Suite (Word, Excel, PowerPoint)
- Prior experience with CRM tools 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
- Exposure to multinational pooling
- Project management skills to include the development, population and maintenance of project tracker tools
- Ability to think intuitively, assertively and creatively
Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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