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.
Business unit
Dublin
Schedule
Full Time Permanent
Job type
Experienced Professional
Workplace
Hybrid
Your Responsibilities
* Consult with individuals via email and phone to assess health insurance needs, considering budget, medical requirements, and coverage.
* Completing fact finds and preparing personalised comparisons and reports for clients.
* Liaise with insurers and clients as required.
* Preparation of marketing documentation for new business, renewals, and mid-term amendments.
* Create and update relevant systems.
* Provide support in the overall servicing of the client’s insurance programme and retention of the business.
* Maintaining organized records of client’s interactions, policy details and relevant documents, ensuring compliance with data protection regulations.
* Participate in training sessions, workshops, and seminars to enhance knowledge of health insurance products.
* Deliver a high level of customer service.
* Proactive monitoring of incoming queries and email to arrange review and renewal calls in a timely manner.
* Supporting team and management functions where necessary.
Qualifications
* Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates.
* Experience in customer service facing role.
* Excellent communications and interpersonal skills, with the ability to explain complex concepts in a clear and concise manner.
* Strong analytical and problem-solving abilities to assess client needs, compare policy options and provide suitable recommendations.
* Proficient in Microsoft products (Word, Excel, Outlook) or similar software applications.
* Effective collaborator with a goal-oriented approach to achieving success.
* Be able to work independently and as part of a team.
* APA certified or willing to work towards same within Lockton.
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 10,000+ Associates doing business in over 100 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.
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