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.

About the role

This position supports the core brokerage process (Administrative and Client support) for Aviation team, to ensure the information and communication flow between Lockton, carriers and clients is timely and consistent from submission to policy issuance. This role will handle pre-placement duties to ensure compliance with internal procedure policy. It will extend to post-placement duties to ensure compliance with internal audit requirements and technical review done to support placement billing. This role extends to supporting the line manager to generate regular renewal, premium and revenue summary reports and to assist client managers operationally to assist the team in reaching strategic goals whilst delivering a continuously strong service.

Responsibilities

• Maintaining the team’s new business enquiry tracker (all producers) and cedant driven ‘traffic light’ tracker to deliver ongoing performance information to line manager.
• Creating renewal slips in advance for upcoming policies, incorporating renewal data and endorsements, as relevant.
• Once placement is organized by brokers and premium worksheets are saved in the relevant folder within M drive, optimize administrative placement (where differential premiums/brokerages apply) to raise efficiency in placement.
• Send slips to lead markets and consequently to follow markets. Chase until signed slips received. Send prepared slips onto Electronic Placing Platform(s), where required.
• Assisting the broking team with administration of files beyond signed slips including but not limited to endorsements, signed NOA’s and other servicing requirements.
• Co-ordination with processing team to ensure billing documentation received and sent onto clients.
• Where tax invoices are required, request for such invoices from client and check against billing documentation.
• Assisting with queries from peer reviewer and/or processing team to ensure invoices are billed to the clients in timely fashion.
• Collecting monthly accruals from the team and sending onto the finance department.
• Assist line manager in relevant information required for monthly management reporting – split of new and renewal business on monthly basis between various retailer producers – and in case of cedant business, splitting out new and renewal by territory and individual ceding company.
• Generating premium ageing reports and liaise with technical on monthly basis to establish ageing debt. 

• Prior insurance experience is desired
• A keen interest within the Aviation industry
• Takes personal responsibility for managing internal and external client relationships.
• Takes pride in and accountability for understanding and exceeding client expectations.
• Focuses on adding value.
• Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.
• Written and verbal communication is clear and concise.

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