Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.  


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.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
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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 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 Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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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