Client Relationship Support

Purpose The purpose of the CRS role is to support the Senior CRM in managing client accounts, coordinating day-to-day activities, and ensuring client requirements are followed up and resolved efficiently. The role acts as a key link between clients, insurance companies, and internal teams.Key Tasks & Duties Assist the Senior CRM in managing clients and ensure a high level of service.Support the day-to-day client requests, monitor client instructions, and ensure they are followed up with the relevant stakeholder. Prepare and maintain client account records, reports, trackers, and documentation.Coordinate with operations, placement, claims, and other departments to resolve client related matters.Help identify potential issues or delays and escalate them promptly.Assist with preparing client meeting materials, presentations, and claims reports.Ensure renewal timelines are met and market reviews undertaken and placed in advance of renewal.Track important deadlines, commitments, and follow-up actions.Assist with onboarding new clients and coordinate to activate the policy on time.Provide administrative support to ensure the CRM function runs smoothly.Officership Behaviours - AssociateProvide Excellence in Service to Our Clients, Our Markets, & Our Associates Takes personal responsibility for managing internal and external client relationships.Takes pride in and accountability for understanding and exceeding client expectations.Focuses on adding value.Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.Written and verbal communication is clear and concise.Provide commitment to the development of ourselves & our associatesAttend in house classes and workshops for continuing development.Attend training programs, conferences or courses to improve present job skills.Complete all mandatory training within agreed timescales.Take responsibility for own career and development.Treat all associates with dignity, fairness and respect.Represents Lockton well within the community.Be committed to enabling financial successPromotes growth through excellence in service providedIdentifies and promotes cross selling opportunitiesWorks with clients, markets & associates to ensure cash management is within agreed standards and targetsDrive service excellence, efficiency, & productivity through effective business operational processesDemonstrates flexibility to changeIdentifies improvement opportunitiesEnsures quality is evidencedEnsures compliance with relevant legal and regulatory requirements through following Lockton policies and procedures Maintains specialised knowledge in order to provide maximum value to the client