Senior Account Manager – PI

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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

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance

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