Account Manager – Financial Lines (Executive Risk Team)
Willis Towers Watson
- Sydney, NSW
- Permanent
- Full-time
- Reviewing each client’s risk management and insurance objectives to ensure the delivery of high-quality services
- Collaborating across teams to manage larger or more complex risk and insurance programs
- Developing and maintaining effective relationships with clients, colleagues and insurers
- Understanding the various business units and capabilities within the WTW and bringing this collective experience and expertise to clients as and when the opportunity and/or need arises
- Maximise the revenue generated from the existing client base through continual analysis of client profitability and maximisation of group facilities
- Actively seek new business opportunities, leveraging your existing network and proactively expanding your network.
- Maintain comprehensive client data on WTW systems, facilities and databases
- Participate in new business tenders contributing to content and actively representing FINEX lines as a member of the presentation team
- Promoting the WTW brand within the insurance industry and amongst clients, prospects and other professional networks
- Preparation of client documentation and ensuring 100% accuracy before distribution to clients and insurers
- Ensure all documentation is prepared in accordance with company service and compliance procedures and tools
- Ensuring the timely and accurate production/processing of quotes, reports, invoices, premium and adjustments calculations
- Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers
- Management of client’s claims to ensure agreed claims standards are achieved and timely settlements made
- A customer-centric approach and a strong desire to understand and meet a client's needs
- Good time management skills and a proactive approach to working
- Professionalism, reliability, and an ability to work in a team and autonomously when required
- Broad business and economic understanding
- Excellent interpersonal, oral and written communication skills, both on an individual and group basis
- A minimum of 5 business cycles within insurance broking and/or legal experience with specialist knowledge in the liability practice area
- Tier 1 Insurance qualifications and significant business experience
- Reasonable level of competency in Word and Excel and knowledge of PowerPoint
- Annual bonus
- Company paid salary continuance insurance
- Life and TPD insurance (Australia only)
- Hybrid working
- Networks (Gender, Wellbeing, Pride)
- Career Growth – internal opportunities and development programs