Account Manager - Healthcare & Casualty

Role Overview

The Client Manager role within our healthcare team is focused on the day-to-day servicing and administration of Healthcare and Casualty client accounts, supporting Account Executives and senior colleagues in the delivery of high-quality insurance programmes. This role will be managing a large social care and assisted living portfolio which includes several high profile healthcare brands across the UK.

This role is suited to an individual with strong organisational skills and a solid understanding of healthcare and casualty insurance, who enjoys managing client service, policy administration and insurer relationships. The Account Manager will play a key role in ensuring accuracy, compliance and consistent service delivery across a portfolio of healthcare and social care clients.

• Provide day-to-day servicing support for a portfolio of Healthcare & Casualty clients, acting as a key point of contact for routine queries.
• Support Account Executives in the management and servicing of client relationships, ensuring agreed service standards are met.
• Assist with the administration of casualty-driven insurance programmes, including clinical negligence, medical malpractice, employers’ liability, public liability and professional indemnity.
• Prepare and issue policy documentation, endorsements, certificates and schedules in an accurate and timely manner.

• Support the renewal and placement process by gathering underwriting information, preparing submission packs and liaising with insurers.
• Coordinate renewal timelines, ensuring all documentation and data is collected, reviewed and submitted within agreed deadlines.
• Review insurer documentation for accuracy and completeness prior to issue to clients.

• Maintain accurate and up-to-date client and policy records within Salesforce and other internal systems.
• Support the issuance and administration of Fee Agreements and service documentation.
• Ensure all activity is undertaken in line with Lockton procedures, regulatory requirements and FCA standards.
• Assist with audit requirements and internal compliance reviews as required.

• Liaise with insurers, underwriters and internal stakeholders to support efficient service delivery.
• Work closely with Claims and Risk Management teams to support clients with claims notifications, updates and related administration.
• Support the preparation of stewardship reports, service reviews and client documentation.

• Working knowledge of Healthcare and Casualty classes of business, including clinical negligence, medical malpractice, employers’ and public liability and professional risks.
• Strong attention to detail with the ability to manage multiple tasks and deadlines effectively.
• Well‑organised and methodical approach to account servicing and administration.
• Ability to build positive working relationships with clients, insurers and internal colleagues.
• Clear and professional communication skills, both written and verbal.
• Proactive approach to problem‑solving and continuous improvement of service delivery.
• Confidence using internal systems and databases, with a willingness to develop technical knowledge.