Account Manager/Commercial Broker

Job Description

Property and Casualty – Retail Account Manager

To provide day to day account management to our mid large UK corporate clients, ensuring that business is retained and developed through the provision of excellent client service.

Role Responsibilities

• Provide day to day servicing of a client’s insurance programme and support to the Account Executives and New Business Executives in the overall servicing of client’s policies and retention and development of the business.
• Placement of insurances for clients in accordance with Lockton strategy.
• Effectively manage all renewals and adjustments in a timely and professional manner to ensure completion by the due date.
• Obtain quotations both for new and renewal business.
• Accurate preparation of client and market documentation.
• Check policy documentation for accuracy prior to issue to the client.
• Provide 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.
• Provide prompt and accurate resolution of accounts queries.
• Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Partner.
• Provision of management information as required.
• Manage and co ordinate global insurance programmes and liaise with our network worldwide, if applicable.

Candidate Profile

• Experience in handling and broking risks on behalf of UK Corporate client’s, ideally gained from a broking environment
• Excellent communication skills, and ability to build effective and positive relationships, and communicate both informally and in formal situations
• Commercially astute – able to quickly interpret commercial challenges and driven to find solutions for our clients
• Proficient in preparation of broking presentations that accurately reflect the cover required and meet the clients’ requirements
• Ability to prepare and interpret claims experiences and analysis including claims triangulations and the impact of deductibles and cover variations
• Drive to continue to develop, with a work ethic of continual improvement and excellent service
• Ability to prioritise, manage time and ensure that deadlines are met without compromising quality.

Lockton is the world’s largest privately held independent insurance brokerage. Since 1966, our private ownership has allowed us to serve our clients, nurture our people, and give back to our communities in ways other companies simply can’t. We’re passionate about helping you achieve your ultimate potential. If you believe in providing excellent client service, supporting community initiatives, and being part of our caring culture, then you belong here.