Account Manager - Private Client
Birmingham, United Kingdom
002105
Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Job type
Experienced Professional
Your Responsibilities
Lockton are currently recruiting for an Account Manager to join the Private Client division in Birmingham.
Role purpose
The Lockton Private Clients division is currently looking for a Junior Account Manager/Account Manager to join the team. Within the position you will aid in the overall service proposition to clients ensuring that the business is retained and developed. The book of business you would be responsible for is a mix of existing and new connected HNW clients.
This role would suit either an individual with proven experience in private clients insurance or alternatively, someone who has a grounding in personal lines insurance, who is looking to make the transition to a private client’s role.
Role responsibilities will include:
- 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
Qualifications
- 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.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 10,000+ Associates doing business in over 100 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
Similar Vacancies
View allLife at Lockton

May 31, 2023

May 26, 2023

May 8, 2023

April 20, 2023