Portfolio Solutions Associate
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
General information
Reference
003981Location
United Kingdom London London
Work Place
Hybrid
Region
UK
Job Profile
Lockton - Experienced Professional
Title
Portfolio Solutions Associate
Description
We are hiring a Portfolio Solutions Associate to support the delivery and ongoing development of Locktons portfolio and facility strategy. The role helps ensure facilities are effectively deployed adopted and enhanced across business units delivering value for clients brokers and carrier partners.
You will work closely with leadership broking teams carriers and technology and operational functions to support facility performance identify new opportunities and help scale dataenabled portfolio solutions aligned with Locktons strategic goals.
Key Responsibilities
1. Portfolio & Facility Strategy Support
Support the execution of Locktons portfolio and facility strategy across global markets.
Maintain visibility of the facility portfolioincluding setup utilisation and pipeline development.
Help identify new lines of business regions and opportunities for facility expansion.
Support integration of facilities into digital placement and workflow tools.
2. Facility Lifecycle Coordination
Provide coordination and support across teams involved in facility setup renewal and optimisation.
Partner with broking teams and carriers to ensure smooth utilisation and resolve daytoday queries.
Work alongside compliance DUA and legal teams to support required documentation and reviews.
Assist in preparing summaries updates and insights for leadership and key stakeholders.
3. Business Engagement & Adoption
Act as a point of coordination with business units to encourage adoption and utilisation of facilities.
Prepare clear engaging materials for business leaders carriers and internal forums.
Support scoping onboarding and rollout of new facility solutions.
4. Opportunity Evaluation & Portfolio Development
Assist in reviewing client portfolios placement trends and market appetite to help prioritise new facility opportunities.
Support tender preparation submissions and early market engagement.
Support crossfunctional teams (technology data legal DUA PMO) through design build testing and launch phases.
5. Performance Insight Data & Reporting
Support the monitoring of utilisation KPIs and performance through dashboards and MI reports.
Work with data teams to ensure reporting is accurate timely and tailored to stakeholder needs.
Translate data into clear simple insights that support decisionmaking and highlight trends or opportunities.
Ensure data captured through digital tools supports future optimisation and portfolio growth.
6. Tools Processes & Continuous Improvement
Support the rollout and adoption of workflow tools and digital placement technology.
Help align facility initiatives with wider technology and placement projects.
Candidate Profile
Experience & Skills
Essential
Experience in insurance portfolio coordination broking support or a similar role.
Strong organisational and coordination skills able to manage multiple workstreams.
Comfortable working with data dashboards and MI to produce insights.
Strong communication skills and stakeholder engagement experience.
Proven ability to support structured project activity and collaborate across teams.
Proactive curious collaborative and detailoriented.
Desired
Familiarity with portfolio facilities delegated authorities or placement models.
Understanding of carrier engagement and insurance market dynamics.
Experience working with technology workflow tools or process enhancements.
Working knowledge of Excel and/or reporting tools such as Power BI.
Custom section 3
Scheduled
Full Time Permanent
Required Experience:
IC
Key Skills
- Project / Program Management
- Project Portfolio Management
- Portfolio Management
- Credit Analysis
- Banking
- Pricing
- Analysis Skills
- Project Management
- Financial Analysis
- Budgeting
- Property Management
- Contracts
About Company
The quality of your solicitors professional indemnity insurance underpins your integrity and reputation among your clients. As a regulatory requirement, it is critical that your cover performs effectively for you and your practice. Our dedicated and knowledgeable team is committed to ... View more
