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)

• 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.

• An understanding of property & casualty and energy classes of business.

• 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.

• Highly motivated with excellent attention to detail.

• Knowledge of the computer desktop software provided by Lockton.

• Knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.