• Broking, placing and account servicing of ProFin accounts.
• To provide programme design, placement, marketing and consultancy services for Lockton’s clients in line with agreed account strategies and in accordance with Lockton operating procedures.
• Insurance advisory on contractual obligations and risk structure.
• To develop, manage and improve our relationship and service with clients and contribute towards revenue growth.

Key Tasks and Responsibilities

• Understand clients business and risk profile, exposures, needs, expectations and to provide appropriate advice/recommendation on insurance coverage, insurance programme structure and retention strategy.
• To build and maintain ongoing relationships with existing clients includes scheduling and attending meetings and risk survey if any.
• Assist clients in the event of major claims and ensure overall claims service provided based on Lockton’s standards.
• Implement, monitor and control the renewal procedure.
• Assist with the resolution of service issues with clients, insurers and global associates.
• Review with appropriate Associates at the earliest opportunity any case under attack or where perceived vulnerable or where there are concerns about the relationship and implement, monitor and oversee a plan of action.
• Preparation and issuance of Quotation/Placement Slips, Insurance Summary based on agreed terms and conditions with Insurers.
• Checking of policy/endorsement/invoice to ensure that it is accurate prior to forwarding to clients.
• -Ensure prompt and accurate invoicing and that clients understand the Lockton cash collection terms, monitor, follow-up and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
• Keep abreast of insurance market and products/coverage developments and communicate to appropriate Associates/clients.
• Manage and co-ordinate global insurance programmes and liaison with our producing office, partner network and associates worldwide on prompt and accurate manner.
• Ensure all activities that are undertaken are compliant with regulation and Lockton’s internal standards and procedures.
• Assist Deputy Head of Department with the development and implementation of internal controls and procedures to assure the performance of Associates within the unit.
• Manage and maintain market relationships at both operational and strategic level.
• Identify opportunities for expanded or new business.
• To identify and cross-sell the inter-department services which Lockton is able to provide.
• Maintain renewal income to at least budgeted levels and in line with set and agreed personal objectives.
• Coaching of Associates.

Qualification

• CGI cert
• Diploma in General Insurance by SCI or relevant qualification

Experience

• 5 years + client management and placement experience in the ProFin Class of Insurance