Client Support Assistant

Lockton; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance company in London seeks a Client Support Assistant to join their dynamic team. This full-time position focuses on supporting day-to-day operations, managing events, and assisting senior staff. Ideal candidates should be excellent communicators, highly organised, and keen to learn about the insurance industry. Responsibilities include onboarding new joiners, coordinating meetings, and managing logistical tasks. This is a hybrid role, providing a great opportunity for growth in a supportive environment.

Qualifications

• Strong communication skills and a highly professional manner.
• Ability to manage multiple tasks and prioritise workloads.
• Keen interest in the insurance industry and its operations.

Responsibilities

• Organise and manage various events for business units.
• Assist in new joiner onboarding and welcome packs.
• Coordinate client-facing meetings for Senior Vice Presidents.
• Support team administrative tasks and logistics.

Skills

Excellent communicator

Highly organised

Quick learner

Proficient in Microsoft software

Ability to multi-task

Understanding of the insurance industry

Tools

Salesforce

Microsoft Office Suite

Job description

General information

Reference

003892

Location

United Kingdom London London

Work Place

Hybrid

Region

UK

Job Profile

Lockton - Experienced Professional

Title

Client Support Assistant

Description

We are seeking an organised and proactive individual to join our team as a Client Support Assistant. This role is ideal for someone with a few years of professional experience who is eager to learn grow and build their career in a dynamic environment.

As a Client Support Assistant you will work closely with Executive Services to provide essential support across the wider team. You will help manage day-to-day tasks that ensure smooth operations assist the Senior Vice President cohort with administrative needs and serve as the key contact and organiser for all events within the Global Real Estate and Construction team.

Global Real Estate - GRE

Locktons Real Estate Team is one of the largest and most established Real Estate teams in the London Market with over 150 dedicated and specialist Associates. Our professionalism client service and strong team culture drive our continued year-on-year business growth which we are proud of and grateful to our Associates for enabling.

RESPONSIBILITIES

Event Admin

• Organise and manager Business Units events
• O2 Membership Management
• Manage attendance and guests for Sporting events Conferences Industry Events etc
• Continuous Management of the Events Tracker
• Host the monthly Committee Meetings
• Organise Team Socials throughout the year
• Continuous Management of Ops Budget Tracker

Team Admin

• Manage new joiner onboarding including welcome packs and WFH equipment setup
• Organise insurer surgeries and greet insurers on their arrival
• Organise induction and training sessions (e.g. ITP sessions)
• Maintain team distribution lists structure charts and documentation for joiners and leavers
• Process invoices
• Assist with travel bookings (e.g. train tickets).
• Support meeting logistics including room bookings and refreshments.
• Record team absences and sickness.
• Arrange gifts for clients insurers and internal teams.
• Coordinate birthday cards collections and workplace announcements.
• Manage weekly catering orders
• Maintain team calendars including bank holidays.
• Prepare and distribute the Monthly Round-Up and organise prize draws.
• Handle monthly birthday treats and general post.
• Liaise with IT for equipment and mobile phone requests.
• Assist with scheduling various training sessions and strategy meetings.
• Salesforce Management
• Prospect research

PA Support

• Organising and coordinating client facing meetings for Senior Vice President team
• Organise quarterly meetings with insurers and prepare a combined pack for each meeting
• Assisting with international trips

Candidate Profile

• An excellent communicator with a highly professional manner
• Quick learner
• Highly organised with the ability to multi-task co-ordinate and prioritise your workload
• Utilising core systems and technology (including Microsoft software)
• Work well within a fast-paced environment
• Keen to understand the nature of the insurance industry and the role that GRE plays within it

Custom section 3

Scheduled

Full Time Permanent

Key Skills

Business Development,Customer Services,Journal Entries,Powerpiont,Account Management,Communication,CRM,General Ledger Accounts,Salesforce,Project Management,Client Services,Payroll,Customer Relationships,Client Management,Data Analysis

Employment Type : Full Time

Experience : years

Vacancy : 1