Consultant, IAS Carrier Consulting

Job Summary:

Fueled by our success and expanding business opportunities, we are seeking Consultants to join our growing Ancillary Carrier Consulting team. This team is dedicated to evaluating, supporting, and enhancing the services available to our Life, Disability and Supplemental Health (critical illness, hospital indemnity, accident) Carrier Partners, with a focus on delivering innovative solutions, strengthening market competitiveness, and creating long-term value for both carriers and employer clients.

The Associate Consultant will provide analytical and operational support to senior consultants and carrier partners. This role is ideal for a professional with a foundation in group benefits and is eager to deepen their expertise in this specialized space.

Unlocking Market Insights

• Lead the analysis of current and historical life, disability, and supplemental health carrier data (book of business, marketing results, renewal activity) to uncover actionable trends, market opportunities, and strategic recommendations.

• Spearhead competitive and market research on carrier products, pricing, distribution strategies, and emerging industry trends (e.g., technology advancements, product innovations, regulatory changes) to inform long-term carrier strategies.

• Develop and deliver high-impact carrier consulting deliverables, including comprehensive market experience reports, purchasing insights, competitive positioning analyses, and strategic roadmaps.

Collaborating with Carrier Partners

• Own the preparation and delivery of materials for carrier partner meetings, driving discussions on performance updates, strategic initiatives, and market intelligence with a focus on aligning with carrier objectives.

• Oversee documentation and tracking of carrier goals, priorities, and action items, ensuring seamless execution and alignment across internal and external teams.

• Lead and facilitate calls with carrier partners, working independently or alongside senior consultants to drive strategic outcomes and resolve complex issues.

Shaping Operational Strategy

• Proactively evaluate carrier product offerings, services, and operational processes (distribution, underwriting, claims, clinical engagement, client delivery) to identify and implement opportunities for innovation and competitive differentiation.

• Lead research initiatives on emerging industry trends, synthesizing insights to guide carriers in adapting to technological advancements, regulatory shifts, and product enhancements.

• Provide strategic recommendations to enhance carrier operational efficiency and market positioning, leveraging deep industry expertise.

Telling the Story with Data

• Independently develop and refine PowerPoint presentations and reports for internal and external stakeholders, transforming complex carrier insights into clear, strategic, and visually compelling narratives.

• Partner with senior leadership to translate analytical findings into high-value, actionable strategies for carrier partners, ensuring alignment with their business objectives.

• Mentor junior team members in data storytelling techniques, ensuring consistency and quality in deliverables.

Teaming Up for Success

• Collaborate strategically with senior team members, data analysts, clinical consulting, and other specialty practices to deliver integrated, high-impact solutions.

• Take ownership of special projects, such as new carrier onboarding, advanced product development support, and technology integrations, driving cross-functional alignment and execution.

• Mentor and guide less experienced team members, fostering a culture of collaboration, innovation, and excellence within the team.

Requirements:

• Bachelor's Degree in Business or related field and/or equivalent professional years of experience.

• 5+ years of experience in group benefits, supplemental health, underwriting, or consulting; exposure to life, disability and/or supplemental health products required.

• Strong analytical and problem-solving skills with the ability to interpret large datasets and market intelligence.

• Excellent written and verbal communication skills; able to contribute to client-facing reports and presentations.

• High attention to detail and ability to perform in a fast-paced, team-oriented environment.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word); familiarity with data visualization and automation tools (e.g., Power BI, Alteryx Designer) preferred.

• Ability to work independently, prioritize, organize, and deliver results with a strong sense of urgency in a deadline-driven environment.

• Legal right to work in the United States.

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone's family.

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