We are hiring for a Retail Financial Institutions Broker to join our growing London-based team. In this role, you will lead and support on complex client accounts, manage renewals, and play an integral part in the continued success and growth of our Retail Financial Institutions (FI) division.
You’ll work with a diverse and complex client portfolio of banking and non-traditional banking financial institutions. This is an exciting opportunity to accelerate your career within a collaborative, high-performing team of financial lines specialists
Key Responsibilities
- Collaborate in strategic planning and business development initiatives, including building a new business pipeline.
- Design, place, and provide expert advice on insurance programme solutions for wholesale clients in line with Lockton’s compliance framework and client-specific requirements.
- Resolve client queries efficiently and accurately.
- Manage and monitor your renewal portfolio, ensuring timely invitations and submissions.
- Support the preparation of RFP responses, presentations, and renewal strategies.
- Produce, review, and execute compliant quotation documents for international offices, the Global Partner Network, and independent brokers.
- Support the maintenance and updating of wording, clauses, and template libraries.
- Prepare comprehensive market submissions and liaise with insurers and clients as required.
- Actively participate in internal team meetings and knowledge-sharing sessions.
- Participate in client calls and renewal strategy discussions.