Account Handler - Motor Trade
London, United Kingdom
003951
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
Workplace
Hybrid
Your Responsibilities
About the Role
The Account Handler will play a key role in supporting the Account Executive in the servicing, retention, and renewal of a portfolio of Specialist Motor Trade clients. The role is heavily focused on the effective delivery of renewals, day-to-day client service, and high-quality technical and administrative support, ensuring clients receive a consistently excellent experience in line with Lockton standards and regulatory requirements.
Qualifications
Candidate Profile
- Previous experience in an Account Handler or similar insurance support role.
- Good working knowledge of Specialist Motor Trade Insurance.
- Strong focus on customer service, accuracy, and attention to detail.
- Proven ability to manage renewals and administrative workloads to strict deadlines.
- Confident communicator, able to liaise effectively with clients, insurers, and internal teams.
- Organised, proactive, and comfortable working as part of a wider client servicing team.
Key Responsibilities
Client Service & Renewals
Provide day-to-day servicing support to clients, acting as a key point of contact for routine queries and requests.
Support the Account Executive in the timely and accurate management of all renewals, ensuring completion by due dates.
Obtain renewal and mid-term quotations from insurers in accordance with Lockton strategy and client instructions.
Prepare renewal documentation, including presentations, summaries of cover, and supporting market information.
Assist with changes in cover, risk amendments, and mid-term adjustments, ensuring prompt and accurate processing.
Policy & Technical Administration
Prepare and issue policy documentation in accordance with regulatory requirements and Lockton procedures.
Check policy documents for accuracy prior to issue to clients.
Maintain accurate client records and documentation using in-house systems.
Support the Account Executive with placement documentation and insurer correspondence.
Customer Experience & Relationship Support
Deliver a high standard of customer service, ensuring all queries are handled efficiently and professionally.
Support client retention by ensuring renewals and service activities are completed accurately and on time.
Liaise with insurers and internal stakeholders to resolve client and account queries.
Assist with the resolution of accounts and invoicing queries, ensuring accuracy and timeliness.
Management Information & Compliance
Provide management information and reports as required.
Ensure all work is carried out in line with FCA regulations, internal compliance standards, and Lockton procedures.
Support audits and internal reviews where required.
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 13,100+ Associates doing business in over 155 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.
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