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For Companies At a Glance
- Tasks: Lead and mentor a team while managing complex client accounts in the financial sector.
- Company: Join Lockton, a leading global insurance broker with a focus on innovation.
- Benefits: Enjoy a hybrid work environment, competitive salary, and opportunities for professional growth.
- Why this job: Make a significant impact in the financial institutions sector while developing future leaders.
- Qualifications: Extensive experience in financial institutions insurance and strong relationship-building skills.
- Other info: Be part of a dynamic team with a commitment to continuous professional development.
The predicted salary is between 72000 - 108000 £ per year.
Lockton is recruiting a Senior Client Account Executive / Broker to join our Global Financial Institutions (GFI) Retail team in London. This is a senior role with line management responsibility, focused on delivering market-leading service to Lockton’s Retail FI clients while supporting growth, retention and talent development within the team. This role will join the GFI leadership team.
Role Purpose
To provide strategic account management and broking services to Lockton’s GFI Retail clients, including programme placement for complex risks. The role will promote and oversee the delivery of excellent client service, retention and growth, while contributing to new business development, RFP responses and the onboarding of new clients. The position also includes leadership responsibility, mentoring junior colleagues and ensuring compliance with Lockton procedures and client KPIs.
Key Responsibilities:
- Line management of team members
- Mentor and develop junior colleagues, acting as a role model and supporting future leadership talent within GFI
- Act as lead broker and account executive for large, complex Financial Institution clients, delivering market-leading service standards
- Provide FI broking and account handling for significant regional and London-based clients
- Represent Lockton GFI in new business pitches and RFPs; lead onboarding of new clients
- Partner with Producers and GFI Retail leadership to achieve growth targets and maintain high client retention
- Identify and deliver cross-selling opportunities, collaborating with specialist teams (e.g. Cyber, General Insurance)
- Support the development of insurer products, facilities and binder solutions to improve efficiency for smaller business
- Advise clients on emerging and changing risk exposures and prepare them for optimal renewal outcomes
- Develop and execute placement strategies in line with client needs and Lockton compliance requirements
- Produce renewal reports and attend client review, debrief and feedback meetings
- Ensure prompt, accurate resolution of client and market queries
- Liaise with insurers and clients to support Strategic Insurer Partners, Producers and Account Executives
- Conduct SPOE checks on quotes, slips and invoices prior to client release
- Ensure timely and accurate provision of information to Accounts, Audit and Compliance teams in line with KPIs
Candidate Profile
About You:
- Deep, market-leading knowledge of Financial Institutions insurance, gained from a broking or underwriting background
- Significant experience in Financial Institutions insurance, operating at senior level
- Proven ability to design and execute effective placement strategies
- Strong understanding of the full broking lifecycle and regulatory environment
- Established relationships with key GFI markets
- Strong relationship-building skills with clients, insurers and colleagues, and excellent written and verbal communication skills
- Strong time management, prioritisation and attention to detail
- Analytical and problem-solving capability, including research and investigation
- Commitment to continuous professional development
- Demonstrated ability to identify and convert business development opportunities
- Professional presence and credibility when representing Lockton at senior levels
Senior Vice President - Global Financial Institutions Retail in Peacehaven employer: Lockton Companies
Contact Detail:
Lockton Companies Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Vice President - Global Financial Institutions Retail in Peacehaven
✨Network Like a Pro
Get out there and connect with people in the industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Ace the Interview
Prepare for your interviews by researching the company and practising common questions. We recommend using the STAR method to structure your answers – it helps you showcase your skills and experiences effectively. Remember, confidence is key!
✨Follow Up
After an interview, don’t forget to send a thank-you email! It shows your appreciation and keeps you fresh in their minds. A little follow-up can go a long way in making a positive impression.
✨Apply Through Our Website
When you find a role that excites you, apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Vice President - Global Financial Institutions Retail in Peacehaven
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Vice President role. Highlight your experience in Financial Institutions insurance and any leadership roles you've held. We want to see how your background aligns with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our GFI Retail team. Share specific examples of your achievements and how they relate to the responsibilities outlined in the job description.
Showcase Your Leadership Skills: Since this role involves mentoring and managing a team, be sure to highlight your leadership experience. We love seeing how you've developed talent and contributed to team success in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the Lockton family!
How to prepare for a job interview at Lockton Companies
✨Know Your Stuff
Make sure you brush up on your knowledge of Financial Institutions insurance. Understand the latest trends, challenges, and regulations in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Leadership Skills
Since this role involves line management and mentoring, be prepared to discuss your leadership style. Share specific examples of how you've developed junior colleagues or led teams to success. This will demonstrate your capability to take on the responsibilities of a Senior Vice President.
✨Prepare for Complex Scenarios
Expect to tackle questions about handling complex risks and client relationships. Think of past experiences where you successfully managed challenging situations or delivered exceptional service. Use the STAR method (Situation, Task, Action, Result) to structure your answers.
✨Engage with the Interviewers
Remember, interviews are a two-way street! Prepare thoughtful questions about Lockton's GFI Retail team and their approach to client service. This shows your enthusiasm for the role and helps you gauge if the company culture aligns with your values.
