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Account Executive
4 months ago
**Location - flexible**
This role offers the opportunity to join a large and diverse team of professionals working collaboratively toward a common goal with a focus on knowledge growth and personal development.
This role will also include the opportunity for you to be seconded under contract to a WTW client business for a period of time, to perform as their internal Insurance Manager/ Advisor / Administrator.
There is flexibility to the primary base location and the role will be offered on a Hybrid basis.
**The Role**
Client Relationship Management
- Understand your clients’ business and their risk management needs.
- Access and deploy expertise within specialist technical teams
- Build strong client relationships based on trust
- Support the Account Director and work with the service team to deliver optimum structure, price and placement strategies
- Grow existing portfolio by identifying new from existing sales opportunities
- Work in collaboration with and provide direction to the CSE service team
Business Development
- Support the sales process to develop prospects and new business
- Actively identify opportunities on account penetration and cross selling opportunities
- Maintain a detailed knowledge of products and services offered
- Networking with other BUs and with external specialists
Placement Management
- Maintain strong working relationships with market contacts and WTW Broking Team
- Ensure transparency of agency and other commitments made to markets and clients
- Ensure compliant processing of contracts as per FCA and contract certainty requirements
- Check market presentations, client documentation and Policy coverage as appropriate
- Support programme and pricing structures to best meet client needs
Operational and Service Delivery
- Deliver excellent client service, adhering to WTW policies, procedures and service standards
- Support the BU in budgeting, forecasting and tracking of revenue
- Support solutions and proposals for clients to ensure optimum client retention rates
- Development of annual client service plans
- Support the management of KPIs/SLAs to ensure targets are met
- 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
Outsource Provision
Work in a client’s business for a specific period of time as their Internal Insurance Manager / Advisor, should the opportunity arise and be required.
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