Lockton
Portfolio Solutions Associate
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Role Purpose
The Portfolio Solutions Associate will provide project, operational, and delivery support across the Lockton Portfolio Solutions (LPS) team, helping to coordinate and progress portfolio solution opportunities from initial concept through to implementation and ongoing management.
Working across Cross Class, Monoline, and Algorithmic opportunities, the role will help organize activities, manage stakeholders, track actions, coordinate meetings, support market engagement activities, produce reporting, and assist with implementation plans. The position will be responsible for ensuring projects continue to move forward and key deliverables are achieved, allowing the wider team to focus on strategy, insurer relationships, and proposition development.
Insurance experience would be beneficial but is not essential. Strong organizational skills, project coordination experience, stakeholder management capability, and the ability to work across multiple initiatives simultaneously are considered more important for the role.
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Key Responsibilities
- Coordinate projects and workstreams across LPS initiatives.
- Maintain project plans, actions, milestones, and implementation trackers.
- Support the delivery of Cross Class, Monoline, and Algorithmic opportunities.
- Organize and coordinate meetings, workshops, and stakeholder engagement activities.
- Prepare presentations, briefing packs, management information, and reporting.
- Support insurer engagement, tender activity, and proposition development.
- Coordinate actions across business units and insurer stakeholders.
- Monitor progress against agreed deliverables and escalate issues where required.
- Assist with governance processes, facility reviews, and performance reporting.
- Support communication and adoption initiatives across the business.
- Help identify opportunities to improve processes, reporting, and operational efficiency.
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Skills & Experience
Essential
- Strong organizational and planning skills.
- Experience coordinating projects and multiple stakeholders.
- Excellent communication and relationship-building skills.
- Ability to manage competing priorities and work independently.
- Strong PowerPoint, Excel, and reporting skills.
- Highly organized with strong attention to detail.
Desirable
- Experience within insurance, financial services, or professional services.
- Project management qualification or experience.
- Experience supporting change, implementation, or operational projects.
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