Account Executive - Retail FI

Job description

Lockton is recruiting an experienced Account Executive to join our Global Financial Institutions (GFI) Retail team in London in an AVP-level position, in a role delivering market-leading service to Lockton’s Retail Financial Institutions (FI) clients.

You will work with a diverse portfolio of clients, supporting programme placement for complex risks while contributing to client retention, growth and new business opportunities. This is an exciting opportunity to develop your career within a collaborative, high-performing team of financial lines specialists.

Key Responsibilities

• Develop and execute effective placement and renewal strategies to achieve optimal outcomes for clients
• Support the strategic management of Retail FI client accounts, delivering high standards of broking and client service
• Advise Lockton’s Financial Institution clients in line with Lockton’s compliance framework and client-specific requirements
• Manage and monitor your renewal portfolio, ensuring timely invitations, submissions and market engagement
• Prepare comprehensive market submissions and liaise with insurers and clients throughout the placement process
• Participate in client calls, renewal strategy discussions, review meetings and presentations
• Support new business initiatives including RFP responses, proposals and client onboarding activities
• Identify cross-selling opportunities and collaborate with specialist teams across Lockton to deliver holistic risk solutions
• Resolve client and market queries efficiently and accurately, ensuring excellent service standards
• Produce, review and execute compliant documentation including quotes, slips and related broking materials
• Collaborate with colleagues across the GFI and wider Specialty team, sharing knowledge and contributing to the continued development of the Retail FI practice

About You

• Experience within Financial Institutions insurance broking or underwriting, with knowledge of relevant insurance markets
• Excellent communication skills – both written and verbal – combined with strong relationship-building skills
• Highly organised with strong time management skills and the ability to prioritise effectively
• Strong analytical and problem-solving capabilities
• Passion for ongoing learning and professional development

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full Time Jobs

Published at

15-03-2026

Profession type

Retail

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English