Client Support Assistant

Lockton Companies; Greater London; On-site; GBP 25,000 - 30,000; Full time

Job summary

An established insurance firm is seeking a Client Support Assistant in Greater London. The role involves providing essential support for team operations, managing events, onboarding new team members, and coordinating meetings. Candidates should have excellent communication skills and be highly organised. This is an excellent opportunity to grow and build a career in a dynamic insurance environment.

Qualifications

• An excellent communicator with a highly professional manner.
• Quick learner.
• Highly organised, with the ability to multi-task, co-ordinate and prioritise your workload.

Responsibilities

• Organise and manage Business Unit events.
• Manage new joiner onboarding, including welcome packs and WFH equipment setup.
• Support meeting logistics, including room bookings and refreshments.
• Assist with travel bookings.
• Organising and coordinating client facing meetings for Senior Vice President team.

Skills

Excellent communication

Quick learner

Highly organised

Multi-tasking

Familiarity with Microsoft software

Understanding of insurance industry

Job 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

Lockton's Real Estate Team is one of the largest and most established Real Estate teams in the London Market, with over 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 manage Business Unit 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

QUALIFICATIONS & SKILLS

• 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