Portfolio Solutions Associate

London, United Kingdom

003981

Apply now

London, United Kingdom

003981

Apply now

Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Schedule

Full Time Permanent

Job type

Experienced Professional

Workplace

Hybrid

Your Responsibilities

We are hiring a Portfolio Solutions Associate to support the delivery and ongoing development of Lockton’s portfolio and facility strategy. The role helps ensure facilities are effectively deployed, adopted, and enhanced across business units, delivering value for clients, brokers, and carrier partners.

You will work closely with leadership, broking teams, carriers, and technology and operational functions to support facility performance, identify new opportunities, and help scale data‑enabled portfolio solutions aligned with Lockton’s strategic goals.

Key Responsibilities

1. Portfolio & Facility Strategy Support
·       Support the execution of Lockton’s portfolio and facility strategy across global markets.
·       Maintain visibility of the facility portfolio—including setup, utilisation, and pipeline development.
·       Help identify new lines of business, regions, and opportunities for facility expansion.
·       Support integration of facilities into digital placement and workflow tools.

2. Facility Lifecycle Coordination
·       Provide coordination and support across teams involved in facility setup, renewal, and optimisation.
·       Partner with broking teams and carriers to ensure smooth utilisation and resolve day‑to‑day queries.
·       Work alongside compliance, DUA, and legal teams to support required documentation and reviews.
·       Assist in preparing summaries, updates, and insights for leadership and key stakeholders.

3. Business Engagement & Adoption
·       Act as a point of coordination with business units to encourage adoption and utilisation of facilities.
·       Prepare clear, engaging materials for business leaders, carriers, and internal forums.
·       Support scoping, onboarding, and rollout of new facility solutions.

4. Opportunity Evaluation & Portfolio Development
·       Assist in reviewing client portfolios, placement trends, and market appetite to help prioritise new facility opportunities.
·       Support tender preparation, submissions, and early market engagement.
·       Support cross‑functional teams (technology, data, legal, DUA, PMO) through design, build, testing, and launch phases.

5. Performance Insight, Data & Reporting
·       Support the monitoring of utilisation, KPIs, and performance through dashboards and MI reports.
·       Work with data teams to ensure reporting is accurate, timely, and tailored to stakeholder needs.
·       Translate data into clear, simple insights that support decision‑making and highlight trends or opportunities.
·       Ensure data captured through digital tools supports future optimisation and portfolio growth.

6. Tools, Processes & Continuous Improvement
·       Support the rollout and adoption of workflow tools and digital placement technology.
·       Help align facility initiatives with wider technology and placement projects.

Qualifications

Experience & Skills

Essential

· Experience in insurance, portfolio coordination, broking support, or a similar role.

· Strong organisational and coordination skills, able to manage multiple workstreams.

· Comfortable working with data, dashboards, and MI to produce insights.

· Strong communication skills and stakeholder engagement experience.

· Proven ability to support structured project activity and collaborate across teams.

· Proactive, curious, collaborative, and detail‑oriented.

Desired

· Familiarity with portfolio facilities, delegated authorities, or placement models.

· Understanding of carrier engagement and insurance market dynamics.

· Experience working with technology, workflow tools, or process enhancements.

· Working knowledge of Excel and/or reporting tools such as Power BI.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

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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