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Lockton

Facilities Broker

Manchester
Posted 1 day ago
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Your Responsibilities

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 the 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.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

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.

Qualifications

Essential

  • Strong analytical and problem-solving skills.
  • Advanced Excel and data analysis capability.
  • Ability to interpret information and identify trends.
  • Excellent 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.

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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.
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Skills

Pipeline Management
Data Analysis
Advanced Excel
Relationship Management
Performance Reporting
Stakeholder Management
Commercial Awareness
Problem-Solving
Presentation Skills
Account Management
Project Coordination
CRM Tools

Location

Manchester, England, United Kingdom

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