Client Manager

Overview

Client Manager – Professional & Executive Risk

Flexible Work Environment in Auckland

Work for the world's largest privately owned insurance broker

Excellent opportunity for someone to grow their career in insurance

Are you a driven and self-motivated individual insurance broker?

At Lockton, we look for people who want to make things happen, who are intelligent and insightful, and who enjoy delivering great service by forging meaningful relationships.

If this sounds like you, we have an excellent opportunity for someone to join our Auckland office as a Client Manager in our Professional & Executive Risk team, and we want to hear from you!

What will you be doing?

Portfolio Management – Manage a portfolio from beginning to end of renewal cycle with a focus on profitable growth.

Business Development – Contribute to new business activities and identify and develop new business prospects by cross-marketing.

Relationship Building - Develop and maintain close working relationships with clients and key stakeholders, specifically insurance markets.

Client Advice – Provide personalised advice to clients in all matters affecting their Liability insurance program needs, including explaining insurance policy conditions, risks covered, premium rates and benefits, and to make recommendations on the amount and type of cover.

Business Retention - Contribute to business retention activities.

This includes all forms of customer service and broking standards.

To be successful in this role, you will need to :

Be capable of following directions and working collaboratively with others, while also being self-motivated and able to manage own workload.

Be able to manage multiple responsibilities simultaneously.

Have excellent communication and interpersonal skills (verbal and written).

Have a high level of attention to detail, quality standards and compliance.

Have a good sense of humour and be adaptable to change.

Be proactive and responsive to the changing needs of the team, office and business, and to any issues that arise.

Competent in math's and accuracy

Have a strong 'can-do' attitude, work ethic and willingness to learn.

You will need the following experience and qualifications :

Level 5 Certificate in Financial Services

Have at least 4 years of experience in the insurance / broking industry

Understanding of invoicing procedures and file management

Sound knowledge of Microsoft Office programs

Knowledge of Financial Lines Insurance products is essential

Preferably degree qualified.

We offer :

An agile work environment.

A focus on training and development opportunities and mentoring program.

Discounted corporate private health insurance and a free flu vaccination program.

Income Protection insurance to protect you and your family in the event you suffer an illness or injury.

Paid parental leave and volunteer leave.

Access to employee assistance program including coaching and counselling.

The opportunity to get involved or participate in activities / events organised by our Wellness, Diversity, Equity, and Inclusion, and CSR Associate Resource Groups.

How to apply :

If you think you'd be a great fit, please click "apply" with a CV and detailed cover letter indicating why this job posting caught your attention and how your skills and experience are a fit for this role.

Lockton is an equal opportunity employer.

We strongly encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, women and people with a cultural or linguistically diverse background.

About Lockton

Since our foundation in 1966, Lockton has grown to become the world's largest privately owned insurance broker.

The Lockton company structure has produced a unique culture where we empower our Associates to make decisions, take advantage of industry-first marketing technology and own their career path working with top-tier mentors and some of the best and brightest minds in the insurance industry.

With a 98% client retention rate in Australia and leading expertise across insurance and risk management, we now have over 170 staff located in Auckland, Hamilton, Christchurch, Sydney, Melbourne, Brisbane, Hobart, Adelaide and Perth.

To learn more about Lockton please visit : global.lockton.com

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