Senior Account Manager - PI

Lockton; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance brokerage in the UK is seeking an experienced Professional Indemnity insurance technician. This role involves providing technical support for insurance wordings, assisting with day-to-day account servicing, and generating essential documents such as MRCs and endorsements. Ideal candidates will have strong knowledge of Professional Indemnity insurance and experience in handling UK insurance processes. This position offers an opportunity to develop in a collaborative and innovative environment.

Qualifications

• Strong knowledge of Professional Indemnity insurance wordings.
• Previous experience handling UK Professional Indemnity/Solicitors/Accountants insurance.
• Understanding of regulatory controls and procedures.

Responsibilities

• Provide technical wordings support to brokers and team members.
• Support client’s insurance placement servicing.
• Generate MRCs and endorsement documents.
• Create and check documentation for accuracy.
• Load documents and handle PPL sign off process.

Skills

Professional Indemnity insurance knowledge

Attention to detail

Excellent communication

Tools

Document management system

Job description

1 week ago Be among the first 25 applicants

An opportunity has arisen for an experienced Professional Indemnity insurance technician and wordings professional to join our team. Lockton is the world’s largest independent insurance brokerage, with a unique culture of entrepreneurship, true client excellence and empowered people. This role offers an excellent opportunity to accelerate your career in a dynamic environment that values innovation, collaboration, and professional development.

In this role you will be responsible for providing technical wordings support to business areas, supporting day-to-day account servicing, and generating MRCs and endorsements.

Key Responsibilities:

• Working closely with and providing technical wordings support to the business, brokers and other team members
• Supporting the overall servicing of the client’s insurance placement
• Generating MRCs and endorsements/certificates/verification of insurance
• Creating wordings and other client documentation
• Checking documentation for accuracy prior to issuance to clients
• Creating, maintaining and updating templates
• Working with document management system
• Loading documents and handling the PPL sign off process
• Creating Tax Schedules & liaising with central tax team regarding complex tax schedules or requirements
• Working with Close Premium Finance
• Working with IBA and TSG teams regarding invoicing and cash collection and credit control processes

About You:

• Strong knowledge of Professional Indemnity insurance wordings
• Previous experience of handling UK Professional Indemnity/Solicitors/Accountants insurance
• Understanding of relevant regulatory controls and procedures
• Excellent attention to detail
• Excellent communication and ability to build strong working relationships for commercially effective outcomes

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

Industries

• Insurance

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