Role responsibilities:
• Act as liaison for our clients or insurance underwriters – constantly work to improve and strengthen relationships, and review processes to mutual benefit including instigating key insurer partnership meetings
• Responsibility for the reconciliation of accounts by working with clients to ensure funds are collected, and ability to work efficiently in a fast-paced environment
• Responsibility for making premium payments (PPWs) to insurance underwriters to deadlines
• Manage query escalation to Lockton’s broking divisions and within IBA, ensuring compliance with internal procedures and external regulatory requirements
• Maintain tracking systems and reports, and ensure accurate data and record management
Candidate requirements:
• Good numerical ability and an analytical mindset
• Ability to compile, analyse and interpret financial information and data to facilitate decision making, with excellent attention to detail
• An effective communicator, with the ability to build and maintain positive and successful business relationships with Lockton colleagues, our clients and insurers
• Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
• Excellent knowledge of the Microsoft Office suite, including Excel
• An understanding of cash collection/payment processes is desirable (such as general insurance accounting and client invoicing)