Role Requirements
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), in close liaison with various teams in the UK
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
Candidate Profile
2-5 years’ experience handling property and casualty or transaction liability lines of business, either in a broking or underwriting context
Working towards or already in possession of the Chartered Insurance Institute’s Diploma in Insurance (or equivalent)
Willingness to develop knowledge through formal and informal learning, both internally and externally
Excellent use of English language (both written and spoken)
Working knowledge of a second European language (apart from Maltese) is considered an advantage
Ability and willingness to undertake occasional business travel to the UK
Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other Associates
Excellent time management and the ability to work independently and under pressure, managing clients’ deadlines and responding within agreed SLAs
Analytical and problem-solving skills, including research and investigation
Ability to build and maintain good business relationships with clients, insurers and Associates
Demonstrate an understanding of when to proceed alone and when to involve the appropriate Associates
Presentation skills in both preparation and execution
Professional and tactful negotiation and persuasion skills to achieve objectives
An understanding of regulatory controls and procedures applicable to insurance brokers and appreciation of the importance of compliance with internal and external policies and procedures
An understanding of and adherence to Lockton standards and procedures
Highly motivated with excellent attention to detail
Knowledge of the computer desktop software provided by Lockton
Knowledge of Microsoft products (Word, Excel, Outlook) and/or similar software applications
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