Job Purpose
- To provide a central driving role within the Employee Benefits (EB) department
- To lead renewal cycle, placement and yearly running of their portfolio of business
- 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
- Responsible for growing the book of business organically as well as participating in new business acquisition with the Business Development team
Key Tasks, Duties and Measurements
- Responsible on program design, placement, marketing and consultancy services for Lockton's clients in line with agreed account strategies and ensure it is in accordance with Lockton's operating procedures and compliance with regulatory
- Consistently improving relationship and service with clients
- Preparation and issuance of Quotation/Placement Slips, Insurance summary based on agreed terms and conditions with insurers
- Checking of policy/endorsement/invoices to ensure accuracy
- Keep abreast of insurance market and products/coverage developments and communicate to clients
- Manage and maintain market relationships at both operational and strategic level
- Identify opportunities for expanded or new business
- Identify and cross-sell the inter-department services which Lockton is able to provide
- Maintain renewal income to at least budgeted levels and in line with set and agreed personal
- objectives
- Manage client issues, feedback & escalations promptly & efficiently to manage their
Qualifications
- Relevant Insurance Diploma / CGI /HI /M5 /M9
- Insurance relevant specialty/technical diploma
- Degree-level educated
- 3+ years of insurance broking experience
- Demonstrating substantial annual growth in EB revenues
