Delivering account management services for an assigned client portfolio, contributing to the comprehensive service provision to clients, and ensuring adherence to the operational model of Lockton European Brokers Limited (LEBL)
- Conduct client onboarding in line with LEBL process and procedures.
- Handle risk placements in line with LEBL operational model.
- Support the coordination of the insurance programmes with colleagues in the UK Branch teams in line with Lockton’s operating model.
- Day-to-day servicing of the EEA client portfolio.
- Effective and timely management of all renewals to ensure completion by the due date.
- Support in the placement of insurance for clients in accordance with Lockton’s strategy.
- Support in obtaining quotations both for new and renewal business.
- Support in the preparation of market and client documentation.
- Checking of policy and other documentation for accuracy prior to issuance to the client.
- Provision of documentation to clients in accordance with Lockton procedures.
- Deal effectively (and to the satisfaction of the client and the market) with queries, including but not limited to changes in cover and risk.
- Prompt and accurate resolution of account queries.