Major Responsibilities:

• Support Consultants in providing client services for an assigned book of global employee benefits business.
• Client services are defined as providing administrative, technical and research support for Lockton’s Global Benefits Practice and coordinating special projects as assigned.

General Duties Include:

• Assist Consultants in preparation of client deliverables and materials, including but not limited to periodic status reports and financial and technical summaries.
• Assist Consultants in tracking project progress and timelines, maintaining client files, populating and maintaining activity/issues trackers.
• Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.
• Coordinate web event, webcast, and conference call logistics, including producing meeting agendas and meeting minutes.
• Support the development of internal and client-facing documents and reports in Microsoft Word, Excel, PowerPoint, SharePoint, etc.
• Perform research as needed for internal projects utilizing various internet resources, trade publications, and on occasion foreign-language sources.
• Salesforce database management for client information; policy data, contacts, mailing lists, and other required data management duties.
• Support client-facing technology tools by adding new users and providing basic troubleshooting.
• Coordinate with other business service groups (IT, Office Services, Information Processing, Accounting, local offices, etc.) on various tasks using a partnership approach that facilitates high-quality results and process workflows.
• Assist Consultants by liaising with local Lockton Global offices and partners as requested.
• Understand and adhere to set budgets by tracking time by project.

• Bachelor's Degree in a business related field or liberal arts, or equivalent experience in the insurance industry.
• 2-3 years of working experience in a corporate environment preferred.
• Fluency or professional proficiency in a foreign language helpful (Japanese or Korean preferred)
• Excellent computer skills. Proficient in all Microsoft applications with a heavy emphasis on Word, Excel, PowerPoint. Prior experience with CRM tools as a plus.
• Strong customer service skills with the ability to develop sound relationships with team members and external contacts.
• Works well in a fast-paced environment and able to maintain deadlines.
• Effective communication skills and comfort working with colleagues in a virtual and phone-based environment.
• Excellent organizational skills and the ability to multi-task effectively.
• Ability to think intuitively, assertively and creatively.

Preferred Skills/Knowledge:

• Fluency or professional proficiency in a foreign language helpful. (Japanese proficiency preferred)
• Degree in international studies or business is desired though not required.
• Experience working or living abroad helpful though not required.

Benefits:

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success. 

We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.