Account Manager

Purpose

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)

Key Tasks and Responsibilities

• 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.