Account Executive Retail FI
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Job Summary
General information
Reference
003868Location
United Kingdom London London
Work Place
Hybrid
Region
UK
Job Profile
Lockton - Experienced Professional
Title
Account Executive - Retail FI
Description
Lockton is recruiting an experienced Account Executive to join our Global Financial Institutions (GFI) Retail team in London in an AVP-level position in a role delivering market-leading service to Locktons Retail Financial Institutions (FI) clients.
You will work with a diverse portfolio of clients supporting programme placement for complex risks while contributing to client retention growth and new business opportunities. This is an exciting opportunity to develop your career within a collaborative high-performing team of financial lines specialists.
Key Responsibilities
- Develop and execute effective placement and renewal strategies to achieve optimal outcomes for clients
- Support the strategic management of Retail FI client accounts delivering high standards of broking and client service
- Advise Locktons Financial Institution clients in line with Locktons compliance framework and client-specific requirements
- Manage and monitor your renewal portfolio ensuring timely invitations submissions and market engagement
- Prepare comprehensive market submissions and liaise with insurers and clients throughout the placement process
- Participate in client calls renewal strategy discussions review meetings and presentations
- Support new business initiatives including RFP responses proposals and client onboarding activities
- Identify cross-selling opportunities and collaborate with specialist teams across Lockton to deliver holistic risk solutions
- Resolve client and market queries efficiently and accurately ensuring excellent service standards
- Produce review and execute compliant documentation including quotes slips and related broking materials
- Collaborate with colleagues across the GFI and wider Specialty team sharing knowledge and contributing to the continued development of the Retail FI practice
Candidate Profile
About You:
- Experience within Financial Institutions insurance broking or underwriting with knowledge of relevant insurance markets
- Excellent communication skills both written and verbal combined with strong relationship-building skills
- Highly organised with strong time management skills and the ability to prioritise effectively
- Strong analytical and problem-solving capabilities
- Passion for ongoing learning and professional development
Custom section 3
Scheduled
Full Time Permanent
Required Experience:
IC
Key Skills
- Business Development
- Develop Long Term
- Key Decision Makers
- Customer Service
- Buyers
- Business Review
- POS
- Product Knowledge
- Retail Sales
- Account Management
- Client Relationships
- Customer Relationships
- Territory
- Sales Goals
- Sales Process
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
