The Account Handler will play a key role in supporting the Account Executive in the servicing, retention, and renewal of a portfolio of Specialist Motor Trade clients. The role is heavily focused on the effective delivery of renewals, day-to-day client service, and high-quality technical and administrative support, ensuring clients receive a consistently excellent experience in line with Lockton standards and regulatory requirements.
Candidate Profile
Key Responsibilities
Client Service & Renewals
Provide day-to-day servicing support to clients, acting as a key point of contact for routine queries and requests.
Support the Account Executive in the timely and accurate management of all renewals, ensuring completion by due dates.
Obtain renewal and mid-term quotations from insurers in accordance with Lockton strategy and client instructions.
Prepare renewal documentation, including presentations, summaries of cover, and supporting market information.
Assist with changes in cover, risk amendments, and mid-term adjustments, ensuring prompt and accurate processing.
Policy & Technical Administration
Prepare and issue policy documentation in accordance with regulatory requirements and Lockton procedures.
Check policy documents for accuracy prior to issue to clients.
Maintain accurate client records and documentation using in-house systems.
Support the Account Executive with placement documentation and insurer correspondence.
Customer Experience & Relationship Support
Deliver a high standard of customer service, ensuring all queries are handled efficiently and professionally.
Support client retention by ensuring renewals and service activities are completed accurately and on time.
Liaise with insurers and internal stakeholders to resolve client and account queries.
Assist with the resolution of accounts and invoicing queries, ensuring accuracy and timeliness.
Management Information & Compliance
Provide management information and reports as required.
Ensure all work is carried out in line with FCA regulations, internal compliance standards, and Lockton procedures.
Support audits and internal reviews where required.
Account Handler - Motor Trade • London, United Kingdom
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