Vacancy details




Job Profile



Lockton - Experienced Professional




Title



Account Executive/Producer - Motor Trade




Description



About the Role



Account Executive

• Provision of the day to day servicing of a client's insurance programme to support retention and development of the business.


• Placement of insurances for clients in accordance with Lockton strategy.


• Effective and timely management of all renewals to ensure completion by the due date.


• Obtain quotations both for new and renewal business.


• Preparation of market and client documentation.


• Check policy documentation for accuracy prior to issue to the client.


• Provision to the client of policy documentation in accordance with regulations and in line with Lockton procedures.


• Deal effectively (and to the satisfaction of the client and the market) with queries, including but not limited to changes in cover and risk.


• Prompt and accurate resolution of accounts queries.


• Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Producer/Partner as required.


• Provision of management information as required.


• Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide, if applicable.

Producer

• Support the business when on-boarding new high-end clients


• Confident in approach when speaking with new prospects


• Using in-house systems to set up new client files and producing policy documents


• Feeding into annual business planning and forecasting


• Support in the production of proposal documents, response to tenders and presentation materials where necessary

Candidate Profile



Candidate Profile

• Minimum of 5 years insurance experience in a similar role


• Excellent knowledge and experience of Ultra High Net Worth Insurance.


• Outstanding and proven track record in successful client service and retention


• You will be a highly driven and service lead insurance professional with great business acumen, demonstrating the ability to identify how you can add value from an insurance and risk perspective to clients

Custom section 3




Scheduled



Full Time Permanent