Purpose

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)

Key Tasks and Responsibilities

• 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.

Competencies

• An understanding of property & casualty (Accident & Health and/or Energy would be considered an asset).
• Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company.
• Excellent use of English language (both written and spoken).
• Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other Associates.
• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
• Analytical and problem-solving skills, including research and investigation.
• Ability to build and maintain good business relationships with clients, insurers and Associates.
• Demonstrate an understanding of when to proceed alone and when to involve the appropriate Associates.
• Presentation skills in both preparation and execution.
• Professional and tactful negotiation and persuasion skills to achieve objectives.
• An understanding of regulatory controls and procedures relating to both commercial and retail customers, if applicable.
• An understanding of and adherence to Lockton standards and procedures.
• Strong team player.
• Highly motivated with excellent attention to detail.
• Good problem-solving skills.
• Knowledge of the computer desktop software provided by Lockton.
• Knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.