Account Relationship Managers
3 weeks ago
Additionally, to help ensure proper adherence to our agreed commission rates and processes.
Establish an effective working rapport with WTW team managers and leadership across and WTW GB and agree a regular visit programme in conjunction with third party account managers. Develop a sound knowledge and understanding of finance drivers, products and facilities, working in partnership with third party account managers.
Promote these value drivers, and facilities to business units, highlighting the value they bring to clients, and the benefits they bring to overall service offering.
Organise/run training sessions, supported by third party.
Track and monitor progress alongside third party account managers.
Ensure business units and new acquisitions are aware of our agreed commission rates, and that these are properly adhered to.
Analyse monthly MI in conjunction with third party, look to include league tables, that shows our performance, to include penetration rates and sales values – review exception reports for commission rates.
Work alongside third party account management to assist in retention.
Work with third party account management team to introduce the service to new recruits.
Carry out duties following internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and shared values, in particular, putting clients at the heart of our business.
Ideally has an understanding of UK commercial financing products and/or is from a financial services background.
Can interpret company financial report and accounts.
Ideally will have worked in a commercial client facing role in regulated environment.
Excellent communication and interpersonal skills with a commercial mindset.
Good MS Office and administrative skills.
Good planning skills and comfortable working alone.
Is willing to travel throughout the GB office network.
Forward thinking and creative in looking for new and better ways to deliver our objectives
Awareness of the regulatory requirements in respect of ‘advised’ and ‘non-advised’ sales, and in particular evidencing the standards and knowledge required in respect of giving advice and making recommendations to customers.
The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and WTW offers flexible working opportunities and part-time working.
As an industry leader, we offer a competitive salary and an excellent benefits package including: pension, life insurance, medical insurance, eye care voucher and flexible benefits including critical illness cover, dental cover and many other options.
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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