Lockton’s Global Professional Indemnity Team are passionate specialists who empower businesses to get the most out of professional indemnity insurance. We understand the challenges and trends affecting our client’s business and have the freedom to find innovative solutions that meet their exact needs. We are sector specialists who think fast, connect dots, and keep clients ahead.

We have the freedom to put client’s first and the power to make an impact. As the only truly independent broker of our size in the market, we don’t have shareholders or investors which means our clients are our number one priority.

This is a newly created role, an exciting opportunity to join our Global Professional Indemnity Team.  It will be a busy and varied role that would be ideally suited to someone with at least one-year in industry.  All training will be provided, and you will be welcomed into a friendly and supportive team.

The Account Administrator is responsible for providing comprehensive administrative and operational support to brokers, ensuring efficient processing of renewal documentation, communication with clients, and maintaining a high standard of service delivery. The role requires strong organisational skills, attention to detail, and the ability to work collaboratively with multiple stakeholders.

Candidate Requirements:

Essential

•  Previous experience in an administrative or support role will be beneficial.
• Ability to communicate effectively and professional both verbally and in writing with clients, insurers and other associates.
  Analytical and problem-solving skills, including research and investigation.
• Strong organisational and time management skills.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to work independently and as part of a team.
• Attention to detail and a commitment to maintaining high standards.
• Desire to join a dynamic, entrepreneurial team in a growing organisation.

Key responsibilities:

• Assist brokers in the preparation and processing of client documentation and renewal invites.
• Maintain and update client records on assured for broking system, ensuring compliance with Lockton procedures and regulatory requirements.
• Support brokers with client queries, providing information and resolving issues promptly.
• Monitor and track the status of pending tasks and follow up with relevant parties to ensure completion.
• Prepare reports, terms letters and presentations for brokers as required.
• Working with the technical experts to prepare client information.
• Provide day to day administration support for the Brokers and Client Executive team.
• Create and maintain accurate client information records and update as required.
• Process new business, renewal, and mid-term adjustments on the in-house and market systems.
• Prepare client documentation including issuing Certificates of Insurance and invoices.
• Prepare information or reports on client data as requested.
  Track premium payments and support the Accounts Payable team on any client account requests.