Insurance Portfolio Manager

3 days ago

Sydney, New South Wales, Australia WTW Full time
Insurance Portfolio Manager

The Insurance Portfolio Manager will play a crucial role in managing and growing a portfolio of clients within a dedicated team at WTW. This involves effectively identifying and meeting the risk management and insurance needs of clients.

The role will also provide support to senior brokers within the team as and when required. Key areas of accountability will include all aspects of client servicing, including preparation of client documentation, assistance with claims management, client database management, and liaison with underwriters.

  • Prepare client documentation and invoices, such as 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.
  • Contribute to the overall achievement of the new business target on an annual basis for the team.
  • 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 relevant legislative requirements.

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