Lead the client relationship. Be the trusted face for the client through placement and renewal while the technical team executes the underlying broking.
Own the renewal. You are ultimately responsible for closing every renewal on your accounts. Marketing and the Ops / placement team facilitate — they prepare terms, remarket, and execute — but securing the client's renewal decision is yours to close.
Grow the book. Retain and expand the accounts you win — identify cross-sell and adjacent lines (e.g. a manufacturer who also needs marine cargo, D&O, or employee benefits).
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Maintenance of accurate records, especially policy documentation, in accordance with Lockton process, i.e. electronic filing and where necessary hardcopies.
Preparation of all market and client documentation including RI documentation in accordance with Labuan regulation & Lockton standards.
Process invoice/billing entries in accordance with Lockton standards.
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