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Cross Border Associate Consultant

New York, United States

Your Responsibilities

About The Role:

In your role as a Cross Border Associate Consultant at Lockton Global Benefits, your primary responsibility will be to provide strategic consulting guidance and services to multinational corporations regarding their Cross Border benefit strategy (expatriate medical, dental, Life/AD&D, LTD and Global Business Travel Medical). This includes supporting day to day service, renewal negotiating, RFPs, carrier management, project work and new business growth support for our small & medium enterprise accounts.

Your expertise will make you an invaluable strategic partner for our clients as they work towards achieving their specific goals and objectives.

As a key member of our global benefits team, you will have the authority to develop and deliver solutions that are tailored to our clients' needs, thereby directly contributing to the growth and future direction of Lockton's Global Benefits practice. This is your opportunity to help shape our course and influence our investments in different areas.

This role will service our small and medium enterprise accounts, Global Business Travel only accounts and under 10 enrolled expatriate accounts. You'll work closely with client headquarters, local country client contacts, and other Lockton leadership, Producers, US consultants and other specialty practice areas. Your role will involve being the subject matter expert and point of contact for our Lockton associates’ clients and prospects.

Client Responsibilities:

  • Manage day-to-day consulting activities for a defined book of business of Cross Border clients, which includes day to day service, renewal management, strategic consulting, RFP work and carrier management.
  • Work with the core client team to develop project plans and budgets, this may require engaging with other Lockton Cross Border Consultants across the globe (UK, MENA, APAC).
  • Serve as primary, daily contact to your assigned clients and attend client meetings as may be required
  • Support/ lead as may be appropriate special projects, benefit plan strategy and design, plan management and governance strategy.
  • Cultivate image as a professional, trustworthy consultant internally and externally.
  • Demonstrate natural ease and effectiveness when dealing with clients/colleagues at all levels in the expatriate benefit market.

Team Responsibilities:

  • The right candidate will be a subject matter expert within the Cross Border Benefit (expatriate) industry.
  • Will be the go-to point of contact for Lockton Associates, Clients, and Prospects for a defined group size within the Cross Border Benefits space (global BTM client and under 10 group expatriate plans)
  • Technology is critical to our client service model. As a Cross Border Associate Consultant, you will be responsible for maintaining accurate benefit information and account financial information with our policy management platform and other Lockton programs.

Qualifications

  • 2-3 years of experience working in Cross Border Benefits (Expatriate) Consulting or insurance carrier side.
  • Proven experience managing multiple clients, timeframes, and deliverables.
  • Strong client relationship, interpersonal and team skills.
  • A professional presence with polished, well-developed oral and written communication skills.
  • Ability to assess varied situations and to develop the correct path forward, with confidence.
  • Ability to actively listen for client concerns and objectives, and to understand them.
  • Ability to understand complex issues and know how to resolve concerns, including when to escalate issues for resolution.
  • Strong analytical and creative skills.
  • The desire to be part of a growth team and interest in shaping the future for the Cross Border Benefits Practice.
  • Availability to travel when needed.
  • Licensed Health and Life license in resident state. For the right candidate Lockton will support in getting licensed.
  • Legally able to work in the United States and will not require sponsorship, now or in the future.

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