New Business Insurance Administration

at  Lockton Inc

Working at Lockton
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
About the Position
Why Lockton? We pride ourselves in being perpetually private and a commitment to excellence, innovation and collaboration. Our unique entrepreneurial spirit is reflected in our empowered people being autonomous, being able to act quickly, learn fast and provide the right solutions for our clients. As an intern joining Lockton, you will be exposed to opportunities and experiences that will help lay the foundation for a successful and fulfilling career. Our commitment to excellence, coupled with a supportive and inclusive work culture, ensures that you will thrive both personally and professionally.
Schedule
Full Time Permanent
Job type
Experienced Professional
Workplace
Hybrid
Your Responsibilities
The Lockton Private Clients division is currently looking for an accomplished Administrator to join the team. Within the position you will provide pivotal support to the team in respect of client service.
Lockton Private Clients provide protection for assets and portfolios that merit a depth of understanding and experience. Each policy is designed for the client from scratch, with strategic and comprehensive solutions to manage the complexity of risk. In this role, you will offer valued support to the client, from new business clients through to existing clients.

• Provide support to the Producers/New Business Exec in the onboarding of new clients, and overall servicing of our client’s insurance policies and retention of the business.
• Creation of client records on the broker data system, and processing of mid term adjustments and renewals
• Preparation and issuance of client invoices for new business, renewals or adjustments
• Creation of client documentation and quote / renewal packs in conjunction with the Account Executives / Account Managers
• Assist with client queries over email and via phone
  Qualifications