General information
Reference
004027
Vacancy location
Location
United Kingdom, Bristol, Bristol
Work Place
Hybrid
Region
UK
Vacancy details
Job Profile
Lockton - Experienced Professional
Title
New Business Consultant
Description
The Lockton Benefits team are looking for a candidate to support with the new client journey across all aspects of health and risk benefit activities. This is an opportunity for an Associate Consultant to join our Manchester or Bristol operation, working as part of a growing team.
About the Role
You will play a key role within the People Solutions SME team, acting as the primary day-to-day client consultant while overseeing the work of a Benefits Analyst. Together, you will deliver exceptional service to new clients across healthcare, group risk and wellbeing benefits.
This role leads the onboarding of new SME clients, ensuring a smooth and professional transition into Lockton. The Consultant will work closely with Producers during the sales-to-service handover, support client delivery, and ensure internal standards and compliance requirements are met.
You will also be responsible for developing client relationships, managing renewals, providing technical advice, and ensuring the Benefit Analyst is coached and supervised effectively.
Key Tasks and Responsibilities:
- Lead and coordinate new SME client onboarding, ensuring smooth transition from Producer to service team, maintaining visibility on progress, and completing all internal processes (SharePoint setup, CRM updates, compliance and checklists).
Manage collaboration with the Benefits Analyst, including allocating tasks, overseeing onboarding actions (census review, policy information, benefit specifications, implementation documentation), and quality-checking outputs such as quotes, reports, benchmarking and presentations.
Provide supervision and technical coaching to the Analyst, setting priorities, offering day-to-day guidance, developing their skills, ensuring high-quality outputs, and encouraging proactive communication and problem-solving.
Act as the primary adviser for SME clients, leading benefit reviews, renewals and placements, understanding client benefit needs, and providing advice on insurer services, scheme design, coverage and pricing.
Strengthen insurer and client relationships, attending client meetings (onboarding, review and renewal), coordinating with insurers to resolve issues and obtain required information, and identifying opportunities to expand client relationships or cross-sell relevant services.
Candidate Profile
Proven experience in UK employee benefits broking or consulting, with expertise in healthcare and/or group risk, including managing client relationships, renewals and benefit reviews.
Strong commercial and market awareness, including SME market dynamics, insurer propositions, relevant classes of business, and the broader health, risk and wellbeing landscape.
Excellent client-facing and communication skills, able to build trust, present confidently, negotiate professionally and act as a strategic partner to clients and stakeholders.
Skilled in relationship management and business development, identifying opportunities to grow accounts and strengthen insurer and internal partnerships.
Strong organisational, analytical and problem-solving abilities, able to manage multiple priorities, work at pace, interpret data, and produce clear, actionable recommendations.
Experience supporting or mentoring junior team members, providing guidance, quality assurance and knowledge sharing (desirable).
Collaborative working style, able to partner effectively with Producers, Analysts and wider internal teams.
Proficient in Microsoft Office, particularly Excel and PowerPoint, with high attention to detail and accuracy.
Proactive, curious and continuous-improvement minded, demonstrating initiative, critical thinking and a desire to learn.
Custom section 3
Scheduled
Full Time Permanent
