Senior Client Manager - Corporate Risks

Lockton Inc.

Account Management & Client Servicing

• Act as the primary point of contact for assigned Corporate and SME clients.
• Manage day-to-day client requirements including policy servicing, endorsements and renewals.
• Conduct regular client meetings to review insurance arrangements, risk exposures, and recommend improvements.
• Prepare and deliver reports, presentations, and proposals tailored to client needs.

Placement & Market Engagement

• Work closely with insurers and underwriters to negotiate competitive terms for new business, renewals, and mid-term adjustments.
• Ensure placement is aligned with client requirements and company standards.
• Maintain strong market relationships to leverage capacity, coverage enhancements, and pricing advantages.

Premium & Financial Management

• Oversee premium collections and reconciliation to ensure compliance with internal credit control policies.
• Coordinate with finance to resolve outstanding premium issues and ensure timely settlement with insurers.

SME Proposition Development

• Support the design and implementation of tailored SME insurance solutions.
• Contribute to product innovation, digital servicing initiatives, and efficient distribution models for SME clients.
• Assist in identifying cross-sell and up-sell opportunities across the SME & Corporate segment.

Sales Support

• Support the Sales Team in achieving business closures through preparation of proposals, technical inputs, and placement support.
• Accompany Sales Team members for client meetings, pitches, and negotiations where required.
• Identify cross-sell and up-sell opportunities across the Corporate and SME segments.

Operational Excellence & Compliance

• Ensure all activities are carried out in line with company policies, procedures, and regulatory requirements.
• Maintain accurate and up-to-date client records, documentation, and compliance checklists.
• Actively contribute to process improvements and operational efficiency within the team.

• A thorough understanding of corporate risks broking in a multinational broker.
• Ability to build and maintain good business relationships with clients, insurers, and associates.
• Ability to manage time, prioritize and ensure that deadlines are met without compromising quality.
• Protects the confidentiality of information learned by performing position duties.
• Ability to work effectively in a team and collaborate with cross-functional departments.
• Proficient computer skills specifically in Microsoft products (Word, Excel, Outlook) and similar software applications.
• Excellent communication skills, both written and verbal.
• Demonstrates strong adaptability and actively seeks opportunities for professional growth and development.