Key Responsibilities
New Business Handover Process
* Completing sanctions checks
* SharePoint management of correspondence
* Processing client opening forms
* Client creation and risk processing
* Invoicing
* Completion of New Business checklists
* Handover of accounts to the Corporate / Enterprise teams
Letters of Appointment
* Issuing Letters of Appointment (LoAs) to insurers
Client Correspondence
* Forwarding client correspondence to the relevant individuals within the office
Client Creation
* Creating and editing client data on A4B, supporting requests from other teams where required (limited system access within the business)
Acturis
* Supporting the transition of client creation and risk processing to the Acturis system
* Full training will be provided
Reception
* Providing occasional reception cover as required
* Supporting associated tasks such as post and document binding (full training provided)
About You
We welcome applicants from all academic backgrounds who are curious, proactive and eager to learn. If you enjoy problem‑solving, building relationships and working collaboratively in a fast‑paced environment, we would love to hear from you.
Minimum Requirements
* 3 A‑levels (or equivalent) in any subject
* GCSE English & Maths at grade C / 4 or above (or equivalent
Skills & Attributes
* Strong communication and relationship‑building ability.
* Excellent numerical accuracy and analytical skills.
* Ability to prioritise, manage workloads and meet deadlines.
* Strong attention to detail and organisational skills.
* Interest in developing insurance knowledge and market awareness.
* Competence in Microsoft Office and willingness to learn Lockton systems.
Professional Development at Lockton
* Lockton invests heavily in training through structured learning, including exposure to:
* Business skills, time management and project management training.
* Lockton systems and core insurance administrative processes.