Account Handler

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 Position

The Account Handler is responsible for providing clients with a high standard of client service and contributing to the retention of existing business, in support of Account Executives.

Your Responsibilities:

• Produce documentation to support the placing of insurance contracts
• Communicate, present and negotiate details of cover to/with insurers and/or clients
• Check and maintain records of negotiations, presentations and communications with insurers and with clients
• Produce and/or review documentation to evidence insurance contracts placed including wordings, policies and associated negotiations with insurers and clients
• Ensure receipts of funds due to meet settlement terms
• Ensure the timely resolution of problems
• Maintain administrative lists, logs, trackers and diary systems
• Service the account to identify the client’s requirements
• Develop effective internal / external relationships, communicating effectively at all levels
• Effectively plan and organise workload in order to meet business timescales
• Utilise core systems / market interfacing technology to effectively process and manage the company’s business
• Understand changes and developments in regulation / Market Reform, including impact upon the business

Qualifications:

• Good communication skills both verbal and written
• Proficient in Microsoft office applications
• Motivated individual with exceptional organisation skills

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.