Lockton
Account Executive/Producer - Motor Trade
London
Posted 6 days ago
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Your Responsibilities
About the Role
Account Executive
- Provision of the day-to-day servicing of a client’s insurance programme to support retention and development of the business.
- Placement of insurances for clients in accordance with Lockton strategy.
- Effective and timely management of all renewals to ensure completion by the due date.
- Obtain quotations both for new and renewal business.
- Preparation of market and client documentation.
- Check policy documentation for accuracy prior to issue to the client.
- Provision to the client of policy documentation in accordance with regulations and in line 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 accounts queries.
- Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Producer/Partner as required.
- Provision of management information as required.
- Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide, if applicable.
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Producer
- Support the business when on-boarding new high-end clients.
- Confident in approach when speaking with new prospects.
- Using in-house systems to set up new client files and producing policy documents.
- Feeding into annual business planning and forecasting.
- Support in the production of proposal documents, response to tenders and presentation materials where necessary.
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Qualifications
Candidate Profile
- Minimum of 5 years insurance experience in a similar role.
- Excellent knowledge and experience of Ultra High Net Worth Insurance.
- Outstanding and proven track record in successful client service and retention.
- You will be a highly driven and service-lead insurance professional with great business acumen, demonstrating the ability to identify how you can add value from an insurance and risk perspective to clients.
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Skills
Client Servicing
Insurance Placement
Renewal Management
Risk Management
Ultra High Net Worth Insurance
Business Development
Market Documentation
Account Management
Tendering
Business Planning
Location