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Real Estate Account Handler – Finchley

Job Specification



Real Estate Account Handler – Global Real Estate and Construction

Finchley – Hybrid

Generous Salary + Bonus & Benefits 

Our client is the world’s largest independent insurance brokerage. They are a family-run, global business. Their mission is to be the worldwide value and service leader in insurance brokerage, risk management, employee benefits and retirement services.

For nine consecutive, Business Insurance magazine has recognised our client as a ‘Best Place to Work in Insurance’.

About the Role

Clients include a mix of UK based owners, asset managers, developers, property managers and funds with portfolio premium spend of between £50k and £500k.

Role responsibilities will include:

  • Provision of the day-to-day servicing of a client’s insurance programme to support retention and development of the business.
  • Supervise and monitor the performance of direct reports and provide support as appropriate.
  • Identify risk exposures and advise on insurance and risk management solutions in consultation with the Account Executive/Producer.
  • Placement of insurances for clients in accordance with Lockton’s strategy.
  • Effective and timely management of all renewals to ensure completion by the due date.
  • Preparation of market and client documentation.

About You

Your knowledge and expertise:

  • Previous experience working with UK Real Estate / Commercial Property Owners accounts.
  • Ability to build and maintain good business relationships with clients, insurers and associates.
  • Ability to identify opportunities for business development.
  • An awareness of FSA regulations and guidelines relating to both wholesale and retail customers.
  • A working knowledge of Microsoft products (Word, Excel, Outlook).
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