Financial Institutions Mid-market Account Executive

1 week ago

Ipswich, Suffolk, United Kingdom WTW Full time
We are currently looking for a Mid-Market Team Leader within the GB Financial Institutions team.

You will be responsible for a team of 4 Account Executives and for managing a portfolio of predominantly UK based clients and prospects with accountability for retention and servicing of clients and new business development.

This is a hybrid opportunity with travel to our Ipswich and London offices.

The Role
Client Relationship Management

  • Understand the clients' business and risk management needs and look for solutions to deliver those needs through the provision of ongoing service
  • Lead the larger more complex renewals and guide and support the team with the wider portfolio
  • Establish and maintain active relationships with our clients and retail offices
  • Determine appropriate solutions, structure, price and placement strategies that meet the clients' needs and deliver profitable business for a range of clients
  • Grow existing portfolio by identifying new, and/or existing opportunities
Business Development

  • Responsibility for supporting the drive of the sales process and business area practice activity in relation to winning, retaining and developing profitable new clients.
  • Assist with the development and maintenance of prospects including research, initiation of contact, meetings, responding to RFPs, new business presentations, accurately maintaining CRM database in order to create and convert sales opportunities.
  • Respond quickly and accurately to new business introductions
  • Actively identify opportunities to work with colleagues across the business to capitalise on account penetration and cross selling opportunities
  • Develop and maintain knowledge of relevant products and services offered by WTW
  • Networking internally with other BUs, within the sector, and with external specialists
Placement Management

  • Work closely and maintain working relationships with key market contacts
  • Responsibility for the operation and growth of the two FINEX Financial Institutions Facilities
  • Ensure transparency of agency and other commitments made to carriers and clients
  • Manage compliant processing of contracts as per FCA and contract certainty requirements
  • Check policies, market presentations and client documentation as appropriate
  • Assist with and design programme and pricing structures to best meet the client's needs based on knowledge of the client, the insurance market and industry sector proposition
  • Lead and deliver the endtoend ongoing client service, adhering to standardised policies, procedures and service standards
Operational and Service Delivery

  • Proactively develop appropriate solutions and proposals for clients to ensure optimum client retention rates
  • Communicate effectively
  • Development of service plans that define the engagement and timing of engagement with the client
  • Manage KPIs/SLAs to ensure targets are met
  • Ensure adherence to Group policies, procedures and all regulatory requirements
  • Provide feedback on corrective action required to retain clients or enhance process performance, actively supporting the implementation of any actions that are put in place

The Requirements

  • Insurance experience ideally within FI
  • Previous people management experience
  • Proven track record of delivering high levels of client service
  • Strong technical knowledge of core insurance classes: Crime, Computer Crime, Professional Indemnity and Directors and Officers Liability for Financial Institutions
  • Experienced knowledge of insurance markets globally in order to deal effectively with client and Willis Towers Watson needs
  • Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
  • Strong communication, negotiation and influencing skills
  • Experience of working with and adhering to processes and systems to support client service delivery
  • Preferably ACII qualified or working towards the ACII qualification
**At WTW, we believe difference makes us stronger. We want our workforce to reflect the different and varied markets we operate in and to build a culture of inclusivity that makes colleagues feel welcome, valued and empowered to bring their whole selves to work every day. We are an equal opportunity employer committed to fostering an inclusive work environment throughout our organisation. We embrace all types of diversity.

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