Senior Account Manager - PI
2 days ago
London
An opportunity has arisen for an experienced Professional Indemnity insurance technician and wordings professional to join our team. Lockton is the world’s largest independent insurance brokerage, with a unique culture of entrepreneurship, true client excellence and empowered people. This role offers an excellent opportunity to accelerate your career in a dynamic environment that values innovation, collaboration, and professional development. In this role you will be responsible for providing technical wordings support to business areas, supporting day-to-day account servicing, and generating MRCs and endorsements. Key Responsibilities: • Working closely with and providing technical wordings support to the business, brokers and other team members, • Supporting the overall servicing of the client’s insurance placement, • Generating MRCs and endorsements/certificates/verification of insurance, • Creating wordings and other client documentation, • Checking documentation for accuracy prior to issuance to clients, • Creating, maintaining and updating templates, • Working with document management system, • Loading documents and handling the PPL sign off process, • Creating Tax Schedules & liaising with central tax team regarding complex tax schedules or requirements, • Working with Close Premium Finance, • Working with IBA and TSG teams regarding invoicing and cash collection and credit control processes About You: • Strong knowledge of Professional Indemnity insurance wordings, • Previous experience of handling UK Professional Indemnity/Solicitors/Accountants insurance, • Understanding of relevant regulatory controls and procedures, • Excellent attention to detail, • Excellent communication and ability to build strong working relationships for commercially effective outcomes