Client Administrator - Corporate Risks

Lockton Inc.

Purpose of the role

The Client Administrator plays a pivotal support role within the Corporate Risks Team, ensuring the seamless delivery of broking and servicing activities to corporate clients. This position involves end-to-end administrative support across policy lifecycle activities, documentation control, insurer coordination, system management, and client servicing supporting the Client Managers and Senior Client Managers.

The role demands strong organizational skills, high attention to detail, a service-oriented approach, and the ability to work effectively in a fast-paced, deadline-driven environment.

Client Servicing & Administration

• Support the Client Managers with day-to-day servicing of client accounts across various general insurance lines (Property, Casualty, Marine, Engineering, Liability, etc.).
• Prepare and issue policy documentation, endorsements, debit/credit notes, certificates, and related correspondence.
• Ensure timely and accurate renewal processing including chasing required renewal information, updating records, and preparing renewal documentation packs.
• Coordinate with internal teams to manage client queries and service deliverables in line with service level agreements (SLAs).

Insurer Coordination

• Liaise with insurance companies for obtaining quotations, policy documents, endorsements, and other required documents.
• Track placement progress and ensure timely receipt of terms and binding instructions.

Data & System Management

• Maintain accurate client and policy data on internal systems.
• Ensure all documentation is properly filed and archived as per company and regulatory requirements.
• Monitor outstanding premiums and coordinate with the finance team for reconciliations and collections support.

Compliance & Quality

• Ensure all work adheres to Lockton s compliance policies, procedures, and quality standards.
• Support the team in preparing for audits, internal reviews, and regulatory inspections.

Team Support

• Provide administrative and logistical support for client meetings, including preparation of presentation materials, reports, and policy summaries.
• Collaborate with team members to drive operational efficiency and process improvements.