Senior Account Executive

2 weeks ago

Sydney, New South Wales, Australia WTW Full time
Job Title: Senior Account Executive

The Senior Account Executive will play a key role in managing and growing a portfolio of clients, ensuring their risk management and insurance needs are identified and met. The role will also provide support to senior brokers as and when required.

Key Responsibilities:
  • Prepare client documentation and invoices, including renewal questionnaires, quote slips, client insurance manuals, and premium funding quotes.
  • Ensure 100% accuracy of documentation prepared and obtain approval for all client documentation prior to distribution.
  • Provide support to Senior Brokers in managing larger clients' insurance, risk management and programs.
  • Develop and maintain relationships with insurers, clients, and other key stakeholders (internal and external), representing WTW in a professional manner.
  • Maintain comprehensive client data on WTW systems, facilities and databases.
  • Compare renewal terms with the previous year and advise the broker of any changes.
  • Work in conjunction with the offshore Operations Support team (Mumbai) to ensure the preparation and delivery of documentation.
  • Liaise with Operations on any issues the team may be having and provide suggestions for improvement.
  • Respond to client claims enquiries and provide advice on the claims process.
  • Manage workflow and diary systems, ensuring agreed claims standards are achieved and timely settlement of claims.
  • Contribute to the overall achievement of the new business target on an annual basis for the team.
  • Ensure the accuracy and quality of the pipeline on a regular basis.
  • Ensure premium funding is offered to all clients, debtor collections in accordance with terms of trade and no client placements outside of approved insurers.
  • Achieve and maintain compliance with the relevant legislative requirements.

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