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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!
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Client Services
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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.

 

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, 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.
  • Support client-facing technology tools by adding new users and providing basic troubleshooting.
  • 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.

REQUIREMENTS:

  • Bachelor's Degree in a business-related field or liberal arts, or equivalent experience in the insurance industry.
  • Understand the basic concepts of insurance with the ability to learn quickly.
  • 2-3 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.
  • Ability to think intuitively, assertively and creatively. 
  • Legally able to work in the Unites States.

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-SN1

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.


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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