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.

Purpose of the role

The client manager position involves the strategic development, implementation, and management of the allocated portfolio of clients. You will be tasked with delivering an exemplary service and contribute towards expanded client relationships.

Key Tasks & Responsibilities

• Understand clients benefit requirements and provide advice on insurers services, coverage and pricing.
• Provision of the day to day servicing of a client’s insurance programme to support retention and development of the business.
• Support consulting projects and development of new lines of business.
• Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.
• Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Vice President.
• Ensure compliance requirements are fully met.
• Ensure that clients understand the Lockton cash collection terms and monitor and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
• Review with appropriate associates at the earliest opportunity, any case under threat or where perceived vulnerable and implement, monitor and oversee a plan of action.
• Support expansion of services and identify and progress new business leads.
• Support development of insurer relationships.
• Support the global benefit team and liaise with our producer network worldwide, if applicable.

• Proven experience working in a similar role and managing clients
• A thorough understanding of and adherence to Lockton standards and procedures.
• Ability to build and maintain good business relationships with clients, insurers, and associates.
• Ability to manage time, prioritize and ensure that deadlines are met without compromising quality.
• Protects the confidentiality of information learned by performing position duties.
• Ability to work effectively in a team and collaborate with cross-functional departments.
• Proficient computer skills specifically in Microsoft products (Word, Excel, Outlook) and similar software applications.
• Excellent communication skills, both written and verbal.
• Demonstrates strong adaptability and actively seeks opportunities for professional growth and development.

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