Vacancy details




Job Profile



Lockton - Experienced Professional




Title



Facilities Broker




Description




Pipeline Management & Governance

• Manage and monitor the flow of opportunities through facilities.


• Validate opportunities against agreed facility eligibility criteria.


• Track pipeline progression, ageing, bottlenecks and outstanding actions.


• Maintain accurate records and reporting of opportunities and outcomes.


• Escalate delays or issues where required and support delivery of agreed service standards.

Performance Analysis & Reporting

• Produce regular management information and performance reports.


• Track conversion rates, utilisation, retention and premium performance.


• Track and monitor placement outcomes across facilities.


• Analyse trends and identify opportunities to improve outcomes.


• Report back to leadership and stakeholders on placement outcomes and facility performance.


• Support quarterly business reviews and performance discussions with insurer partners.

Relationship Management

• Build strong working relationships internally with brokers, placement teams, client service teams and business leaders.


• Act as a key point of contact for facility-related enquiries.


• Promote understanding and appropriate utilisation of facilities across the business.


• Develop productive relationships with insurer underwriting and distribution teams.


• Coordinate engagement activity and maintain clear stakeholder communication.

Insurer Engagement

• Arrange and coordinate insurer meetings and review sessions.


• Prepare agendas, performance packs, presentations and discussion materials.


• Track actions arising from insurer meetings and ensure follow-up activity is completed.


• Support the ongoing development of insurer and capacity partner relationships.

Continuous Improvement

• Identify opportunities to improve facility utilisation, data quality and operational effectiveness.


• Assist with reporting, data and process improvement initiatives.


• Help standardise pipeline reporting, governance and review processes.


• Contribute to initiatives that enhance client and business outcomes.

Candidate Profile




Essential

• Strong analytical and problem-solving skills;


• Advanced Excel and data analysis capability;


• Ability to interpret information and identify trends;


• eExcellent organisational skills;


• Strong communication and presentation skills;


• Ability to build relationships and influence stakeholders;


• Attention to detail and accuracy;


• Commercial awareness and results-focused mindset.

Experience

• Experience in an analytical, operational, account management, business support or project coordination role;


• Experience producing management information, reports or business insights;


• Experience working with a range of internal and external stakeholders

Desirable

• Experience within insurance, financial services or professional services;


• Experience preparing management reports, presentations or business reviews;


• Familiarity with CRM, reporting or workflow management tools.

Not essential

• Technical insurance qualifications, detailed underwriting knowledge or previous placement/broking experience. Training and support will be provided.

About The Position



The Facilities Broker will act as a key point of coordination between brokers, placement teams, insurer partners and senior stakeholders. The role will focus on pipeline validation, performance tracking, stakeholder engagement and reporting back on facility outcomes. It is not a traditional technical broking role; it is best suited to someone who enjoys working with information, creating structure, managing follow-up actions and building strong relationships across a busy commercial environment.




Why Join Us?

This role offers the opportunity to work at the heart of a strategically important and growing area of the business. You will gain exposure to senior stakeholders, key insurer partners and business leadership while developing expertise in facility performance, insurer engagement and business analytics.



If you enjoy using data to drive decisions, building strong relationships and helping teams achieve better outcomes, we would love to hear from you.