Prospect Service Administrator

2 weeks ago


London, United Kingdom Lockton, Inc. Full time

**General information**:
**Reference **:002047

**Vacancy location**:
**Location**:
UK, London, London

**Vacancy details**:
**Job Profile**:
Lockton - Experienced Professional

**Title**:
Prospect Service Administrator

**Description**:
Lockton are actively seeking an administrative associate to join the Professional and Financial Risks Division in London. The role is full time, 09.30am-5.30pm to be based out of our London office with a hybrid working pattern.

**About the role**:

- Translating PDF Documents into Word Documents
- Ability to read and translate data
- Undertaking background research/investigation
- Assisting with administrative tasks and functions
- Cleansing through data from a number of different platforms

**Salesforce**:

- Identify all outstanding prospect records
- Match to corporate/non corporate subscribers
- Obtain contact details
- Obtain sizing info
- Validate existing sizing data

**Professional Services Affiliations**:

- Identify Ultimate Business Owner for their members
- Contact details for each affiliation member
- Identifying sizing so we can ascertain potential revenue

**Professional Service Vertical**:

- Cleanse remaining records on our CRM
- Identify Partner Size & contact details - to allow for targeted marketing across the entire portfolio
- Refresh corporate/non-corporate records for ongoing GDPR purposes
- Ad Hoc Projects
- Periodically we will have similar projects to be involved in that will assist the success of the Division

**About you**:

- This role would suit a school leaver/graduate who would like to join a big London Broker
- Basic understand of Microsoft Products
- Hardworking and willingness to learn
- Confident communicator both written and spoken
- Ability to manage time, prioritise and ensure deadlines are met without compromising quality
- Excellent attention to detail, self-motivated and pro-active
- Good critical thinker

**Custom section 3**:
**Scheduled**:
Full Time Permanent



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