More jobs:
Facilities Broker
Job in
Manchester, Greater Manchester, M9, England, UK
Listed on 2026-09-12
Listing for:
Lockton
Full Time
position Listed on 2026-09-12
Job specializations:
-
Insurance
Financial Analyst -
Business
Financial Analyst
Job Description & How to Apply Below
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 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
- Experience with in insurance, financial services or professional services;
- Experience preparing management reports, presentations or business reviews;
- Familiarity with CRM, reporting or workflow management tools.
- Technical insurance qualifications, detailed underwriting knowledge or previous placement/broking experience. Training and support will be provided.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×