About the Role

Account Executive

• 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 Producer/Partner as required.
• Provision of management information as required.
• Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide, if applicable.

Producer

• Support the business when on-boarding new high-end clients
• Confident in approach when speaking with new prospects
• Using in-house systems to set up new client files and producing policy documents
• Feeding into annual business planning and forecasting
• Support in the production of proposal documents, response to tenders and presentation materials where necessary

Candidate Profile

• Minimum of 5 years insurance experience in a similar role
• Excellent knowledge and experience of Ultra High Net Worth Insurance. 
• Outstanding and proven track record in successful client service and retention
• You will be a highly driven and service lead insurance professional with great business acumen, demonstrating the ability to identify how you can add value from an insurance and risk perspective to clients