Job Purpose
Provide service delivery to clients across the Global People Solutions practice. Support global consultants on larger accounts and independently lead mid-sized accounts to deliver global client services for global employee benefits business. Focus on becoming a well-rounded global consultant by effectively managing workload, delivering client value, and developing yourself and the team.
Key Tasks & Duties and Measurements
- Lead mid-sized global accounts: prepare client deliverables and materials on global benefit propositions and services.
- Collaborate with global consultants on complex accounts to prepare deliverables.
- Understand the reasons behind global client needs to deliver effective solutions.
- Address and resolve client queries with the team on global benefits.
- Propose ideas and provide updates to global clients and lead consultants.
- Use client data (renewals, projects) and trackers to manage accounts.
- Prepare and follow meeting agendas, minutes, and actions.
- Manage Salesforce data (policy, contacts, mailing lists).
- Track project scope, budget, metrics; prevent scope creep.
- Ensure compliance with Lockton processes (data protection, audit trails).
- Build networks with Lockton Global Partner offices, business groups, and local offices to facilitate task progress.
- Consult proactively with global offices and partners to resolve issues.
- Assist with new business opportunities including RFP responses.
- Manage emails efficiently; lead meetings and calls.
- Oversee technology and client infrastructure setup (e.g., Salesforce).
- Engage in training to develop consulting skills and knowledge.
- Expand research capabilities across resources and trade publications.
Qualification and Experience
- Bachelor's degree or relevant client management experience.
- Training or qualifications in insurance, international benefits (IEBA), HR, or related fields.
- Proficient with Microsoft Office and Teams.
- Strong client focus; ability to develop positive relationships.
- Capable in fast-paced, multi-tasking environments.
- Effective communication skills in office and virtual settings.
- Excellent organizational skills and problem-solving ability.
- Global corporate and client management experience.
- Additional professional qualifications advantageous.
- Experience working or living abroad helpful but not required.
