Retail FI Broker
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
General information
Reference
003727Location
United Kingdom London London
Work Place
Hybrid
Region
UK
Job Profile
Lockton - Experienced Professional
Title
Retail FI Broker
Description
We are hiring for a Retail Financial Institutions Broker to join our growing London-based this role you will lead and support on complex client accounts manage renewals and play an integral part in the continued success and growth of our Retail Financial Institutions (FI) division.
Youll work with a diverse and complex client portfolio of banking and non-traditional banking financial institutions. This is an exciting opportunity to accelerate your career within a collaborative high-performing team of financial lines specialists
Key Responsibilities
- Collaborate in strategic planning and business development initiatives including building a new business pipeline.
- Design place and provide expert advice on insurance programme solutions for wholesale clients in line with Locktons compliance framework and client-specific requirements.
- Resolve client queries efficiently and accurately.
- Manage and monitor your renewal portfolio ensuring timely invitations and submissions.
- Support the preparation of RFP responses presentations and renewal strategies.
- Produce review and execute compliant quotation documents for international offices the Global Partner Network and independent brokers.
- Support the maintenance and updating of wording clauses and template libraries.
- Prepare comprehensive market submissions and liaise with insurers and clients as required.
- Actively participate in internal team meetings and knowledge-sharing sessions.
- Participate in client calls and renewal strategy discussions.
Candidate Profile
- Experience within Retail Financial Lines broking and knowledge of relevant insurance markets
- Experience in placing complex FI Retail business
- Excellent communication skillsboth written and verbalwith a professional approach to interacting with clients underwriters and colleagues
- Highly organized with strong time management skills and the ability to prioritise effectively
- Strong analytical and problem-solving capabilities
- Passion for ongoing learning and development both as a contributor and learner including participation in internal and external training initiatives
Custom section 3
Scheduled
Full Time Permanent
Key Skills
- Sales Experience
- B2B Sales
- Business Management
- Pricing
- Securities Law
- Service-Oriented Architecture
- Inside Sales
- Market Research
- Outside Sales
- Telemarketing
- WebSphere
- negotiation
About Company
The quality of your solicitors professional indemnity insurance underpins your integrity and reputation among your clients. As a regulatory requirement, it is critical that your cover performs effectively for you and your practice. Our dedicated and knowledgeable team is committed to ... View more
