• Provision of the day to day servicing of a client’s insurance programme to support retention and development of the business.
• Placement of insurances for clients in accordance with Lockton strategy.
• Effective and timely management of all renewals to ensure completion by the due date.
• Obtain quotations both for new and renewal business.
• Preparation of market and client documentation.
• Check policy documentation for accuracy prior to issue to the client.
• Provision to the client of policy documentation in accordance with regulations and in line 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 accounts queries.
• Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Partner.
• Provision of management information as required.
• Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide, if applicable.

• Willingness and ability to develop knowledge through formal and informal learning
• 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.

This role works closely with Account Executive and is responsible for delivering smooth, end-to-end account management services across an allocated portfolio of clients, supporting business development and growth.