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Junior Legal Associate
- Sales, Business Development, Business Consulting
- Banking, Finance, Insurance, Accounting and Trade jobs
- Legal Jobs
- Marketing and PR, Advertising and Creative Media Jobs
Description
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Provision of the day to day servicing of a client’s insurance programme to support retention and development of the business.
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Placement of insurances for clients in accordance with Lockton strategy.
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Effective and timely management of all renewals to ensure completion by the due date.
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Obtain quotations both for new and renewal business.
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Preparation of market and client documentation.
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Check policy documentation for accuracy prior to issue to the client.
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Provision to the client of policy documentation in accordance with regulations and in line with Lockton procedures.
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Deal effectively (and to the satisfaction of the client and the market) with queries, including but not limited to changes in cover and risk.
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Prompt and accurate resolution of accounts queries.
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Identify the risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Partner.
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Provision of management information as required.
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Manage and co-ordinate global insurance programmes and liaise with our producer network worldwide, if applicable.
Responsibilities
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Willingness and ability to continue to develop knowledge through formal and informal learning, both internal and external to the company.
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Knowledge of the resources available within Lockton and how to source such services.
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An understanding of the relevant classes of business.
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Ability to identify opportunities for business development.
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An understanding of Lockton cash collection processes including but not limited to general insurance accounting and client invoicing.
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An understanding of the general, Legal principles of insurance.
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An Understanding of insurer rating methods for each class of insurance.
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An understanding of risk management concepts and when these are useful to clients.
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An understanding of insurer products and specialisms.
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Ability to broke and service the insurance needs of clients.
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Ability to prepare a broking presentation that accurately reflects the cover required and meets the clients' demands and needs.
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Ability to prepare and interpret claims experiences and analysis including claims triangulations and the impact of deductibles and cover variations.
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Experience in marketing and servicing the insurance needs of clients.
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Ability to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates.
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Ability to manage time, prioritise and ensure that deadlines are met without compromising quality.
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Analytical and problem-solving skills, including research and investigation.
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Ability build and maintain good business relationships with clients, insurers and associates.
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Demonstrate an understanding of when to proceed alone and when to involve the appropriate associates.
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Effective delegation as appropriate.
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Presentation skills in both preparation and execution.
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Professional and tactful negotiation and persuasion skills to achieve objectives.
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An understanding of regulatory controls and procedures relating to both commercial and retail customers, if applicable.
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An understanding of and adherence to Lockton standards and procedures.
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Knowledge of the computer desktop software provided by Lockton.
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Knowledge of Microsoft products (Word, Excel, Outlook) or similar software applications.
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Knowledge of additional language a plus (Spanish, Portuguese or Mandarin)
Hard Skills
- Microsoft Office
- Word processing
- Outlook Express
- Customer relations
- Advanced Excel Skills (queries, pivot tables, formulas, macros)
- Account management
- Opportunity analysis
- Relationship building
- Customer success
- Client management
- Billing, Invoicing, Collection
- Cross-functional collaboration
- Risk assessments
- Business analysis
- Advanced language knowledge
- Advanced writing skills
Soft Skills
- Communication
- Time management
- Self-motivated
- Organized
- Enthusiastic
