Consultant Service Support

5 days ago

London, United Kingdom Lockton Full time

The purpose of this role is to provide service delivery to clients across the People Solutions practice. Responsible for supporting consultants on larger accounts and leading smaller accounts in providing client services for an assigned book of global employee benefits business.
Lead small-mid sized accounts including the preparation of client deliverables and materials across the range of global benefit propositions and services.
Work with consultants on larger/more complex accounts to prepare client deliverables and materials across the range of global benefit propositions and services.
Use and interpret the client data about renewals, projects, and other trackers to work with and manage the client.
Oversee the Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
Manage the scope, budget, and other metrics through effective project tracking.
Monitor adherence with any Lockton processes to ensure compliance and risk management of delivery e.g. data protection process, maintaining audit trails.


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.
Proactively consult with local Lockton Global offices and partners as needed to resolve any issues.

Support with new business opportunities including RFP responses.
Ownership for pricing and scoping of small-medium sized projects

Salesforce.
Undertake relevant training to develop skills and knowledge to apply to clients and the wider business.
Undertake training around client consulting
Expand awareness of research and resources available, internet research, accessing trade publications, and on occasion foreign-language sourced documents.


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 Global Benefits
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
Effective written and verbal communication skills and comfort collaborating with colleagues in both an office and a virtual environment
Fluency or professional proficiency in a foreign language is often helpful
Any other professional qualifications or training are also an advantage

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