Account Manager – Lockton FAC

Your Responsibilities

• Provides day-to-day service and administrative support for client reinsurance programmes, working closely with Account Executives and Brokers
• Supports renewals, adjustments, new business and placement processes, including gathering underwriting information and preparing submission documentation
• Prepares, reviews and issues policy documentation, endorsements, certificates, schedules and other client/market materials accurately and on time
• Maintains accurate and up-to-date client, policy and system records to support reporting and workflow requirements
• Liaises with insurers, underwriters, clients and internal teams to ensure efficient service delivery and effective handling of queries
• Delivers high-quality client service in line with agreed service levels and KPIs, acting as a key point of contact for routine queries
• Manages invoicing and premium processes, working with internal teams to support collection and ensure timely payments
• Monitors and manages premium payment warranties (PPWs), cancellations and extensions where required
• Conducts, checks and controls (e.g. SPOE checks) to ensure compliance and accuracy across documentation and processes
• Works collaboratively with the Market Security team to ensure that all TOBA’s and Due Diligence has been run for companies Lockton Fac are seeking to trade with.
• Supports account management activities, including identifying risk exposures and contributing to risk and insurance solutions
• Drafts client and market documentation and coordinate timelines to ensure deadlines are met
• Collaborates with broking, wording and other internal stakeholders to support effective account delivery
• Ensures prompt and accurate resolution of account and payment-related queries.
• Works with the Commercial BU Operations Lead to ensure internal processes are adhered to and identify areas where efficiency gains could be made whilst ensuring a smooth and seamless level of servicing is maintained.
• Liaises with the Claims team when required to ensure loss advice and claim requests are handled and actioned in a timely manner.