Job Purpose
Focus on Financial Lines Insurance segment for Lockton Companies:
- Business Development acquisition of new accounts/clients, strategize new business initiatives
- Broking Design and develop risk transfer programs for prospects
Ensure all aspects of their responsibility are conducted in a professional and compliant manner in line with Lockton's code of conduct and terms of business agreement.
Key Tasks & Duties and Measurements
- Identify, acquire and convert opportunities for corporate new business.
- Understand clients business, risk profile, exposures, needs and expectations.
- Arrange business meetings with prospective clients.
- Provide appropriate recommendations on insurance coverage, insurance programme design, and provide basic broking support on the placement of insurance programs.
- Build and maintain ongoing relationships with corporate prospects and clients.
- Build and maintain ongoing relationships with relevant insurers.
- Assist clients in the event of major claims.
- To grow and service new portfolio of clients onboarded
- Oversee growth strategy and sales opportunities, working closely with Heads of divisions and stakeholders.
- Develop a growth strategy focused both on financial gain and customer satisfaction
- To identify and cross-sell the inter-division services where possible
- Work with ProExec Team members on organic growth through up-selling of solutions on the existing ProExec client portfolio.
- Implement, monitor client transition and engagement as per Lockton's Model.
- Ensure all activities that are undertaken are compliant with regulation and Lockton's internal standards and procedures.
Qualification and Experience
- Insurance relevant specialty/technical diploma
- Degree-level educated
Competencies
- Ability to manage the administration and implementation of clients global risk management programme; placement and servicing of insurance programs:
- Ability to work under pressure and deliver results
- Able to practice/perform ethically
- Demonstrates and adopt Lockton core values
- Demonstrates regulatory awareness where appropriate
