Key responsibilities of the role

Support the day to day running of the bureau team by:

• Reviewing bureau dashboards to release available items to the bureau for settlement

• Act as liaison for our clients or insurance underwriters – constantly work to improve and strengthen relationships and review processes to mutual benefit including instigating key insurer partnership meetings.

• Review of incoming signings that have not auto-matched in the IBA ledger

• Review of mis-matches and escalation of differences to the business

• Dealing with credit control requests from insurers and providing responses on settlement

• As required, involvement in the review and testings of internal processes and systems.  This will include keeping up to date with market changes and assisting with testing for the Blueprint 2 London market changes.

 Candidate requirements:

• Good numerical ability and an analytical mindset

• Adaptable and change orientated

• Ability to compile, analyse and interpret financial information and data to facilitate decision making, with excellent attention to detail

• An effective communicator, with the ability to build and maintain positive and successful business relationships with Lockton colleagues, our clients and insurers

• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.

• Excellent knowledge of the Microsoft Office suite, including Excel

• An understanding of cash collection/payment processes is desirable (such as general insurance accounting and client invoicing)

Why Lockton

We pride ourselves in being perpetually private and a commitment to excellence, innovation and collaboration. Our unique entrepreneurial spirit is reflected in our empowered people being autonomous, being able to act quickly, learn fast and provide the right solutions for our clients.

Joining Lockton, you will be exposed to opportunities and experiences that will help build a successful and fulfilling career. Our commitment to excellence, coupled with a supportive and inclusive work culture, ensures that you will thrive both personally and professionally.

Who are Lockton:

Lockton is a partnership and a family-owned, independent company with a caring and values driven culture. Our growth trajectory continues to attract the strongest talent in the industry, allowing our team to continue providing best in class service to our clients. The best and brightest are drawn to Lockton because they want to make a difference.

As the world’s largest independent broker we have a focus on delivering exceptional client service and expertise across insurance, employee benefits consulting and risk management. We have a strong entrepreneurial culture that’s complemented by our scale and expertise across 140+ locations and nearly 12,000 colleagues around the globe.

About the role 

An exciting opportunity has arisen for an analytical individual to join our Insurance Broker Accounts (IBA) team – who work closely with Lockton’s clients and insurance underwriters to carry out the reconciliation and management of client money.

This is an excellent role for someone with an interest in finance and a keen eye for detail to join a dynamic and growing business. The successful candidate will demonstrate a high degree of accuracy and initiative and will be an excellent communicator who builds positive and successful relationships with stakeholders.

Based in our Brighton office, you will benefit from the support of a longstanding professional team to support this next stage in your career and professional development.