Consultant - Global Benefits
Lockton ·
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.
CLIENT FOCUS/MANAGEMENT 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.
Understand the “why” (the reason) for the work being needed and delivered to a client. Work with client team members in directing, addressing, and resolving client queries issues about global benefit issues. CLIENT DELIVERY Consider and deliver idea suggestions or updates to clients/lead consultants.
Use and interpret the client data about renewals, projects, and other trackers to work with and manage the client. Use meeting agendas and meeting minutes/actions to frame delivery. 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. Watch out for scope creep. Monitor adherence with any Lockton processes to ensure compliance and risk management of delivery e.G. data protection process, maintaining audit trails.
MAKING EFFECTIVE CONNECTIONS 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. NEW BUSINESS Support with new business opportunities including RFP responses. Ownership for pricing and scoping of small-medium sized projects MANAGING SELF