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Strategic Portfolio Director

1 month ago

Melbourne, Victoria, Australia Willis Towers Watson Full time

About this role

As a key member of our team, you will be responsible for leading and expanding a portfolio of clients, ensuring their risk management and insurance broking needs are effectively addressed. This involves nurturing existing client relationships, pursuing new business development opportunities, and supporting the overall growth of the portfolio.

Main Responsibilities

  • Develop and implement holistic strategies for client service delivery, including discussions on risk and retention strategies as well as multiple-tier client contact for all qualifying accounts.
  • Obtain formal client feedback annually for all qualifying accounts to ensure ongoing satisfaction and improvement.
  • Leverage best practices from across Willis Towers Watson to deploy within the team and drive excellence.
  • Represent the voice of the client both internally and within the teams when decisions are made regarding process, approach, and future strategy.
  • Ensure that every client has an agreed service plan and that client advocates implement every aspect of the plan.
  • Meet annual new business targets through proactive pursuit of new opportunities.
  • Pursue involvement in selected new business exercises and major projects to drive growth and expansion.
  • Maintain and develop strong relationships with insurers to drive mutually beneficial outcomes.
  • Apply Willis Towers Watson Client Service protocols and compliance procedures at all times.

About you

  • You hold a Tier 1 Insurance Broking Qualification and have extensive experience in insurance broking or a related field.
  • A degree qualification is highly desirable, along with excellent technical skills in coverage and wording review.
  • You have a proven understanding and technical proficiency of claims management processes.
  • Experience with the placement and servicing of complex and multinational clients is essential.
  • You possess all necessary regulatory licenses, permissions, and technical requirements applicable under local legislation.

We offer

  • An attractive estimated salary of $120,000 - $150,000 per annum, dependent on experience.
  • A competitive benefits package, including annual bonus, company-paid salary continuance insurance, life and TPD insurance, hybrid working arrangements, and networks for diversity and inclusion.

At Willis Towers Watson, we value flexibility and inclusivity

We trust you to know your work and the people, tools, and environment you need to be successful. Our colleagues work in a 'hybrid' style, with a mix of in-person and in-office interactions dependent on the needs of the team, role, and clients. We encourage requests for flexible working arrangements and strive to create an inclusive work environment that values diversity and promotes equal opportunity employment.