Prospect Service Administrator - London, United Kingdom - Lockton, Inc.

Lockton, Inc.
Lockton, Inc.
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

Job Description:

Lockton are actively seeking an administrative associate to join the Professional and Financial Risks Division in London. The role is full time, 09.30am-5.30pm to be based out of our London office with a hybrid working pattern.

  • About the role:
  • Translating PDF Documents into Word Documents
  • Ability to read and translate data
  • Undertaking background research/investigation
  • Assisting with administrative tasks and functions
  • Cleansing through data from a number of different platforms
  • Salesforce:
  • Identify all outstanding prospect records
  • Match to corporate/non corporate subscribers
  • Obtain contact details
  • Obtain sizing info
  • Validate existing sizing data
  • Professional Services Affiliations:
  • Identify Ultimate Business Owner for their members
  • Contact details for each affiliation member
  • Identifying sizing so we can ascertain potential revenue
  • Professional Service Vertical:
  • Cleanse remaining records on our CRM
  • Identify Partner Size & contact details to allow for targeted marketing across the entire portfolio
  • Refresh corporate/noncorporate records for ongoing GDPR purposes
  • Ad Hoc Projects
  • Periodically we will have similar projects to be involved in that will assist the success of the Division

Qualification:


  • About you:
  • This role would suit a school leaver/graduate who would like to join a big London Broker
  • Basic understand of Microsoft Products
  • Hardworking and willingness to learn
  • Confident communicator both written and spoken
  • Ability to manage time, prioritise and ensure deadlines are met without compromising quality
  • Excellent attention to detail, selfmotivated and proactive
  • Good critical thinker

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