Insurance Client Money Specialist

6 days ago


London, Greater London, United Kingdom Lockton Companies Full time
Job Title: Insurance Client Money Specialist

About the Position:

An exciting opportunity has arisen for an analytical individual to join our Insurance Broker Accounts (IBA) team as an Insurance Client Money Specialist. You will work closely with clients and insurance underwriters to reconcile and manage client money.

Responsibilities:

  • Support the day-to-day running of the bureau team by reviewing bureau Power BI dashboards.
  • Deliver exceptional client service by acting as a liaison for our clients or insurance underwriters.
  • Manage query escalation to Lockton's broking divisions and within IBA.

Qualifications:

  1. A working knowledge of computer desktop software provided by Lockton including Microsoft Office suite, Excel, Brokersure BE/EA, Power BI, Sector, and A4B.
  2. Good numerical ability and an analytical mindset.
  3. Excellent communication skills with the ability to build positive and successful relationships.

Estimated Salary:

The estimated salary for this role is £45,000 - £65,000 per annum, depending on experience.



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