Insurance Portfolio Manager

4 weeks ago

Sydney, New South Wales, Australia WTW Full time

The Insurance Portfolio Manager will play a key role in the management and growth of a portfolio of clients, ensuring their risk management and insurance needs are identified and met.

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.

The Role

  • 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.
  • 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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