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Account Manager - Private Client

  • Job
    Full-time
    Mid Level
  • Sales & Business Development
  • Birmingham

Requirements

  • Strong communication skills both verbally and written
  • Good insurance knowledge from previous roles
  • Ability to maintain good business relationships and work in support of other team members
  • Ability to effectively manage your own time and prioritise without compromising quality
  • Ability to successfully manage clients whilst also identifying opportunities for business development.

Responsibilities

  • Provide support to the Account Executives and New Business Executives in the overall servicing of client policies
  • Manage all client renewals and adjustments in a timely and professional manner
  • Accurately prepare client and market documentation
  • Identifying the risk exposures whilst advising on insurance and risk management solutions
  • Provision of administrative support in accordance with agreed Lockton procedures
  • Create and update relevant systems
  • Liaise with insurers and clients as required
  • Prompt and accurate resolution of accounts queries

Finance
Industry
10,001+
Employees
1966
Founded Year

Mission & Purpose

What makes Lockton stand apart is also what makes us better: independence. Lockton's private ownership empowers its 10,750+ Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.