Lead Associate

4 weeks ago


Cardiff, United Kingdom Willis Towers Watson Full time

As a Lead Associate within our Financial Solutions Trade Credit team, based in Cardiff you will be working in a team focussing on a broad base of UK and International Corporate and Financial Institution clients.

The Role:

- Taking responsibly for client management; including placement strategy, general query management, credit limit facilitation, claims handling and expanding client relationships.
- Working with existing clients to review their existing programmes, presenting best possible solutions.
- Completion of formal client documentation in accordance with the relevant compliance procedures; preparing broking documentation (e.g. confirmation of cover and endorsements).
- Be an active user on all WTW systems including CRM and broking platform, ensuring adherence to all WTW standards.
- Attend and present at industry events and conferences, when necessary.
- Develop good working relationships and work closely with the main Insurers in the region.
- Develop relationships with WTW colleagues within the broader WTW network with the intention of unlocking trade credit opportunities.
- Support the team in accurate budgeting, forecasting and tracking of revenue (including allocations)
- Coordinating and streamlining management information for the team (income monitoring).
- Contribute to delivery of our new business strategy and targets within the Global Line of Business.
- Support new business initiatives to Corporates, Banks and other Financial Institutions.


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