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