Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented, and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Purpose of the role

The Client Manager will be responsible for managing and servicing a portfolio of Corporate and SME clients. The role focuses on delivering high-quality client servicing, ensuring seamless placement and administration of insurance programs, supporting the development of SME propositions, and driving strong client relationships to achieve business growth and retention objectives. Additionally, the Client Manager will actively support the Sales Team in business closures and client acquisition efforts.

Account Management & Client Servicing

• Act as the primary point of contact for assigned Corporate and SME clients.
• Manage day-to-day client requirements including policy servicing, endorsements and renewals.
• Conduct regular client meetings to review insurance arrangements, risk exposures, and recommend improvements.
• Prepare and deliver reports, presentations, and proposals tailored to client needs.

Placement & Market Engagement

• Work closely with insurers and underwriters to negotiate competitive terms for new business, renewals, and mid-term adjustments.
• Ensure placement is aligned with client requirements and company standards.
• Maintain strong market relationships to leverage capacity, coverage enhancements, and pricing advantages.

Premium & Financial Management

• Oversee premium collections and reconciliation to ensure compliance with internal credit control policies.
• Coordinate with finance to resolve outstanding premium issues and ensure timely settlement with insurers.

SME Proposition Development

• Support the design and implementation of tailored SME insurance solutions.
• Contribute to product innovation, digital servicing initiatives, and efficient distribution models for SME clients.
• Assist in identifying cross-sell and up-sell opportunities across the SME & Corporate segment.

Sales Support

• Support the Sales Team in achieving business closures through preparation of proposals, technical inputs, and placement support.
• Accompany Sales Team members for client meetings, pitches, and negotiations where required.
• Identify cross-sell and up-sell opportunities across the Corporate and SME segments.

Operational Excellence & Compliance

• Ensure all activities are carried out in line with company policies, procedures, and regulatory requirements.
• Maintain accurate and up-to-date client records, documentation, and compliance checklists.
• Actively contribute to process improvements and operational efficiency within the team.
  
  
  

• A thorough understanding of corporate risks broking in a multinational broker.
• Ability to build and maintain good business relationships with clients, insurers, and associates.
• Ability to manage time, prioritize and ensure that deadlines are met without compromising quality.
• Protects the confidentiality of information learned by performing position duties.
• Ability to work effectively in a team and collaborate with cross-functional departments.
• Proficient computer skills specifically in Microsoft products (Word, Excel, Outlook) and similar software applications.
• Excellent communication skills, both written and verbal.
• Demonstrates strong adaptability and actively seeks opportunities for professional growth and development.

#LI-AB67