Facilities Broker
Manchester, United Kingdom
004106
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.
About the Position
Job type
Experienced Professional
Workplace
Hybrid
Your Responsibilities
Pipeline Management & Governance
- Manage and monitor the flow of opportunities through facilities.
- Validate opportunities against agreed facility eligibility criteria.
- Track pipeline progression, ageing, bottlenecks and outstanding actions.
- Maintain accurate records and reporting of opportunities and outcomes.
- Escalate delays or issues where required and support delivery of agreed service standards.
Performance Analysis & Reporting
- Produce regular management information and performance reports.
- Track conversion rates, utilisation, retention and premium performance.
- Track and monitor placement outcomes across facilities.
- Analyse trends and identify opportunities to improve outcomes.
- Report back to leadership and stakeholders on placement outcomes and facility performance.
- Support quarterly business reviews and performance discussions with insurer partners.
Relationship Management
- Build strong working relationships internally with brokers, placement teams, client service teams and business leaders.
- Act as a key point of contact for facility-related enquiries.
- Promote understanding and appropriate utilisation of facilities across the business.
- Develop productive relationships with insurer underwriting and distribution teams.
- Coordinate engagement activity and maintain clear stakeholder communication.
Insurer Engagement
- Arrange and coordinate insurer meetings and review sessions.
- Prepare agendas, performance packs, presentations and discussion materials.
- Track actions arising from insurer meetings and ensure follow-up activity is completed.
- Support the ongoing development of insurer and capacity partner relationships.
Continuous Improvement
- Identify opportunities to improve facility utilisation, data quality and operational effectiveness.
- Assist with reporting, data and process improvement initiatives.
- Help standardise pipeline reporting, governance and review processes.
- Contribute to initiatives that enhance client and business outcomes.
Qualifications
Essential
- Strong analytical and problem-solving skills;
- Advanced Excel and data analysis capability;
- Ability to interpret information and identify trends;
- eExcellent organisational skills;
- Strong communication and presentation skills;
- Ability to build relationships and influence stakeholders;
- Attention to detail and accuracy;
- Commercial awareness and results-focused mindset.
Experience
- Experience in an analytical, operational, account management, business support or project coordination role;
- Experience producing management information, reports or business insights;
- Experience working with a range of internal and external stakeholders
Desirable
- Experience within insurance, financial services or professional services;
- Experience preparing management reports, presentations or business reviews;
- Familiarity with CRM, reporting or workflow management tools.
Not essential
- Technical insurance qualifications, detailed underwriting knowledge or previous placement/broking experience. Training and support will be provided.
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.
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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