Client Manager (Placement) - Energy & Construction

Lockton Inc.

Job Description

Roles & Responsibilities

Desired Candidate Profile

Your Responsibilities

• Keep abreast of (re)insurance market developments and communicate to the team as appropriate.
• Constantly monitor the markets in order to consider and communicate to the team any adjustments to appropriate placement strategy for Lockton.
• Manage market relationships at both an operational and strategic level.
• Remain consistent, available and have a can-do attitude towards clients, markets, and colleagues.
• Understand clients risk profile, business needs and exposures to provide advice on coverage, programme pricing and retention strategy.
• Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Partner.
• Obtain quotations for new business opportunities. Show structuring capabilities.
• Provision of the day-to-day servicing of allocated renewal accounts and/or clients to support retention and development of the business.
• Manage the provision and placement of (re)insurance renewals for clients in accordance with team strategy and Lockton procedures. Show re-structuring capabilities, where necessary.
• Effective and timely management of all renewals to ensure completion by the due date.
• Escalate any issues on ongoing new accounts, or renewals.
• Preparation and issuance of appropriate coverage documentation, including wordings and placement slips within agreed contract certainty deadlines.
• Assist with the resolution of account and client queries and/or service issues internally, with (re)insurers and other third-party providers as necessary.
• Following completion of placement, ensure invoicing is done on agreed timescales in line with Lockton operating procedures and contract certainty requirements.
• Initiate and attend client meetings and internal strategy meetings, where required.
• Ensure production targets are achieved in line with expectations of the line manager and/or senior leadership team.
• Manage and co-ordinate global insurance programmes, facilities and liaise with our producer network worldwide, if applicable.
• Work closely with Lockton's retail team, in preparation of client proposals, and structuring insurance programs.

• Excellent verbal and written communication skills across various levels.
• Strong relationship-building skills and responsiveness to client needs.
• Ability to manage complex client portfolios and contribute to business development efforts.
• Analytical thinking and initiative in resolving complex issues.
• Ability to identify growth opportunities within existing accounts and contribute to cross-selling initiatives
• Understanding of company strategy, values, and departmental goals.
• Knowledge of regulatory frameworks within the reinsurance industry and commitment to ethical standards.